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 | $43,899 | $148,978-70.5% | $200,582-78.1% | $84,808-48.2% |
| Participation rate | 78.6% | 84.2%-5.7pp | 86.9%-8.3pp | 68.3%+10.3pp |
| Annual return | 12.84% | 28.16%-15.3pp | 42.33%-29.5pp | 40.90%-28.1pp |
| Employer contribution / active EE | $0 | $4,815-100.0% | $6,419-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $3,592 | $7,142-49.7% | $9,331-61.5% | $4,212-14.7% |
| Admin fee / account holder | $3,097 | $13,977-77.8% | $16,305-81.0% | $7,344-57.8% |