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 9-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 | $22,272 | $91,552-75.7% | $133,956-83.4% | $79,858-72.1% |
| Participation rate | 96.8% | 73.3%+23.5pp | 79.8%+17.0pp | 69.6%+27.2pp |
| Annual return | 7.56% | 61.85%-54.3pp | 45.09%-37.5pp | 31.71%-24.2pp |
| Employer contribution / active EE | $178 | $2,384-92.5% | $3,919-95.5% | $2,471-92.8% |
| Participant deferral / active EE | $1,792 | $3,733-52.0% | $5,048-64.5% | $3,740-52.1% |
| Admin fee / account holder | $2,506 | $6,321-60.3% | $8,927-71.9% | $5,306-52.8% |