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 | $19,352 | $103,376-81.3% | $87,100-77.8% | $152,861-87.3% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 8.19% | 28.10%-19.9pp | 28.19%-20.0pp | 345.32%-337.1pp |
| Employer contribution / active EE | $595 | $3,220-81.5% | $2,521-76.4% | $4,762-87.5% |
| Participant deferral / active EE | $2,633 | $4,778-44.9% | $4,049-35.0% | $5,850-55.0% |
| Admin fee / account holder | $16,185 | $12,205+32.6% | $7,497+115.9% | $11,596+39.6% |