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 3-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 | $689 | $81,248-99.2% | $155,509-99.6% | $80,856-99.1% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 3.07% | 33.31%-30.2pp | 64.67%-61.6pp | 35.59%-32.5pp |
| Employer contribution / active EE | $116 | $3,100-96.3% | $4,672-97.5% | $2,755-95.8% |
| Participant deferral / active EE | $937 | $3,452-72.9% | $5,626-83.3% | $4,296-78.2% |
| Admin fee / account holder | $866 | $7,997-89.2% | $15,912-94.6% | $6,918-87.5% |