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 | $15,473 | $88,707-82.6% | $74,183-79.1% | $273,961-94.4% |
| Participation rate | 71.4% | 79.4%-8.0pp | 76.6%-5.2pp | 83.0%-11.6pp |
| Annual return | -0.91% | 11.94%-12.9pp | 17.74%-18.6pp | 41.45%-42.4pp |
| Employer contribution / active EE | $273 | $3,159-91.4% | $2,370-88.5% | $4,869-94.4% |
| Participant deferral / active EE | $2,730 | $4,212-35.2% | $3,550-23.1% | $5,287-48.4% |
| Admin fee / account holder | $19,343 | $8,717+121.9% | $5,586+246.3% | $10,132+90.9% |