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 | $25,619 | $100,041-74.4% | $149,718-82.9% | $70,131-63.5% |
| Participation rate | 92.9% | 83.6%+9.3pp | 87.1%+5.8pp | 69.5%+23.3pp |
| Annual return | 12.81% | 27.43%-14.6pp | 1501.63%-1488.8pp | 73.14%-60.3pp |
| Employer contribution / active EE | $469 | $3,662-87.2% | $5,445-91.4% | $2,342-80.0% |
| Participant deferral / active EE | $2,556 | $4,983-48.7% | $6,569-61.1% | $3,332-23.3% |
| Admin fee / account holder | $2,722 | $8,286-67.1% | $11,283-75.9% | $4,645-41.4% |