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 | $13,104 | $181,894-92.8% | $156,549-91.6% | $273,961-95.2% |
| Participation rate | 91.7% | 88.4%+3.3pp | 84.0%+7.7pp | 83.0%+8.7pp |
| Annual return | 1.49% | 30.74%-29.2pp | 32.23%-30.7pp | 41.45%-40.0pp |
| Employer contribution / active EE | $992 | $6,248-84.1% | $5,501-82.0% | $4,869-79.6% |
| Participant deferral / active EE | $2,391 | $5,550-56.9% | $4,871-50.9% | $5,287-54.8% |
| Admin fee / account holder | $2,084 | $15,559-86.6% | $13,027-84.0% | $10,132-79.4% |