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 | $17,314 | $65,041-73.4% | $90,951-81.0% | $79,858-78.3% |
| Participation rate | 100.0% | 61.6%+38.4pp | 69.0%+31.0pp | 69.6%+30.4pp |
| Annual return | 5.45% | 30.45%-25.0pp | 134.60%-129.2pp | 31.71%-26.3pp |
| Employer contribution / active EE | $69 | $1,247-94.5% | $2,122-96.8% | $2,471-97.2% |
| Participant deferral / active EE | $1,216 | $2,512-51.6% | $3,373-63.9% | $3,740-67.5% |
| Admin fee / account holder | $19,827 | $4,536+337.1% | $5,959+232.7% | $5,306+273.6% |