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 | $12,022 | $159,901-92.5% | $146,958-91.8% | $145,922-91.8% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.2%+5.3pp | 80.3%+7.2pp |
| Annual return | 4.04% | 98.13%-94.1pp | 418.34%-414.3pp | 561.29%-557.2pp |
| Employer contribution / active EE | $969 | $5,286-81.7% | $4,933-80.4% | $4,660-79.2% |
| Participant deferral / active EE | $4,296 | $8,428-49.0% | $8,070-46.8% | $6,688-35.8% |
| Admin fee / account holder | $4,590 | $15,044-69.5% | $12,998-64.7% | $13,397-65.7% |