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 8-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 | $13,407 | $127,777-89.5% | $106,548-87.4% | $167,490-92.0% |
| Participation rate | 81.0% | 78.3%+2.7pp | 76.1%+4.8pp | 82.1%-1.2pp |
| Annual return | 8.40% | 33.87%-25.5pp | 26.80%-18.4pp | 478.56%-470.2pp |
| Employer contribution / active EE | $497 | $3,427-85.5% | $2,819-82.4% | $4,837-89.7% |
| Participant deferral / active EE | $2,353 | $5,087-53.7% | $4,398-46.5% | $6,341-62.9% |
| Admin fee / account holder | $924 | $11,228-91.8% | $7,407-87.5% | $12,309-92.5% |