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 | $14,344 | $63,861-77.5% | $104,607-86.3% | $79,858-82.0% |
| Participation rate | 94.1% | 64.9%+29.2pp | 74.1%+20.0pp | 69.6%+24.5pp |
| Annual return | 10.13% | 21.30%-11.2pp | 340.46%-330.3pp | 31.71%-21.6pp |
| Employer contribution / active EE | $0 | $1,588-100.0% | $2,681-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,734 | $2,693+1.5% | $3,740-26.9% | $3,740-26.9% |
| Admin fee / account holder | $542 | $4,185-87.1% | $6,473-91.6% | $5,306-89.8% |