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 9-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 | $6,478 | $152,587-95.8% | $125,175-94.8% | $152,861-95.8% |
| Participation rate | 71.4% | 83.3%-11.9pp | 79.8%-8.4pp | 82.4%-11.0pp |
| Annual return | 0.70% | 54.84%-54.1pp | 43.79%-43.1pp | 345.32%-344.6pp |
| Employer contribution / active EE | $750 | $4,946-84.8% | $3,865-80.6% | $4,762-84.3% |
| Participant deferral / active EE | $2,118 | $5,868-63.9% | $4,937-57.1% | $5,850-63.8% |
| Admin fee / account holder | $5,825 | $13,434-56.6% | $9,702-40.0% | $11,596-49.8% |