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 | $13,294 | $131,829-89.9% | $108,579-87.8% | $273,961-95.1% |
| Participation rate | 84.6% | 83.5%+1.2pp | 79.6%+5.0pp | 83.0%+1.6pp |
| Annual return | 0.98% | -91.57%+92.5pp | -51.70%+52.7pp | 41.45%-40.5pp |
| Employer contribution / active EE | $352 | $4,912-92.8% | $3,758-90.6% | $4,869-92.8% |
| Participant deferral / active EE | $2,296 | $5,127-55.2% | $4,311-46.7% | $5,287-56.6% |
| Admin fee / account holder | $2,107 | $10,252-79.4% | $7,645-72.4% | $10,132-79.2% |