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 | $9,845 | $57,065-82.7% | $75,670-87.0% | $70,131-86.0% |
| Participation rate | 80.0% | 68.1%+11.9pp | 72.3%+7.7pp | 69.5%+10.5pp |
| Annual return | 10.85% | 23.57%-12.7pp | 27.34%-16.5pp | 73.14%-62.3pp |
| Employer contribution / active EE | $135 | $1,817-92.6% | $2,352-94.3% | $2,342-94.2% |
| Participant deferral / active EE | $1,089 | $2,580-57.8% | $3,142-65.3% | $3,332-67.3% |
| Admin fee / account holder | $1,551 | $3,825-59.5% | $5,800-73.3% | $4,645-66.6% |