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 | $24,387 | $131,829-81.5% | $108,579-77.5% | $273,961-91.1% |
| Participation rate | 85.7% | 83.5%+2.3pp | 79.6%+6.1pp | 83.0%+2.7pp |
| Annual return | 0.03% | -91.57%+91.6pp | -51.70%+51.7pp | 41.45%-41.4pp |
| Employer contribution / active EE | $782 | $4,912-84.1% | $3,758-79.2% | $4,869-83.9% |
| Participant deferral / active EE | $2,117 | $5,127-58.7% | $4,311-50.9% | $5,287-60.0% |
| Admin fee / account holder | $952 | $10,252-90.7% | $7,645-87.5% | $10,132-90.6% |