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 | $12,246 | $117,841-89.6% | $102,423-88.0% | $145,922-91.6% |
| Participation rate | 75.0% | 78.6%-3.6pp | 76.5%-1.5pp | 80.3%-5.3pp |
| Annual return | 8.45% | 31.65%-23.2pp | 29.32%-20.9pp | 561.29%-552.8pp |
| Employer contribution / active EE | $658 | $3,615-81.8% | $3,023-78.2% | $4,660-85.9% |
| Participant deferral / active EE | $3,888 | $5,731-32.2% | $5,053-23.1% | $6,688-41.9% |
| Admin fee / account holder | $11,211 | $13,326-15.9% | $9,451+18.6% | $13,397-16.3% |