See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,867 | $58,523-78.0% | $99,443-87.1% | $72,985-82.4% |
| Participation rate | 86.8% | 64.6%+22.2pp | 73.8%+13.0pp | 69.5%+17.3pp |
| Annual return | 16.16% | 28.51%-12.4pp | 30.72%-14.6pp | 81.00%-64.8pp |
| Employer contribution / active EE | $0 | $1,512-100.0% | $2,540-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,340 | $2,606-10.2% | $3,619-35.3% | $3,607-35.1% |
| Admin fee / account holder | $484 | $4,102-88.2% | $6,250-92.3% | $5,124-90.6% |