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 | $7,540 | $43,723-82.8% | $121,196-93.8% | $64,186-88.3% |
| Participation rate | 87.3% | 58.3%+29.0pp | 71.7%+15.6pp | 69.6%+17.8pp |
| Annual return | -11.65% | 68.91%-80.6pp | 16.93%-28.6pp | 7.63%-19.3pp |
| Employer contribution / active EE | $177 | $1,296-86.3% | $4,022-95.6% | $2,381-92.6% |
| Participant deferral / active EE | $1,217 | $2,280-46.6% | $3,344-63.6% | $3,470-64.9% |
| Admin fee / account holder | $1,318 | $3,501-62.4% | $5,019-73.8% | $4,888-73.0% |