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 | $23,113 | $202,318-88.6% | $172,739-86.6% | $152,861-84.9% |
| Participation rate | 80.0% | 87.1%-7.1pp | 82.6%-2.6pp | 82.4%-2.4pp |
| Annual return | 2.21% | 1029.65%-1027.4pp | 802.84%-800.6pp | 345.32%-343.1pp |
| Employer contribution / active EE | $878 | $5,856-85.0% | $5,143-82.9% | $4,762-81.6% |
| Participant deferral / active EE | $2,873 | $5,948-51.7% | $5,198-44.7% | $5,850-50.9% |
| Admin fee / account holder | $8,193 | $17,109-52.1% | $13,954-41.3% | $11,596-29.4% |