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 8-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 | $16,867 | $155,788-89.2% | $124,672-86.5% | $167,490-89.9% |
| Participation rate | 70.0% | 81.1%-11.1pp | 74.6%-4.6pp | 82.1%-12.1pp |
| Annual return | 9.02% | 17.97%-9.0pp | 5142.93%-5133.9pp | 478.56%-469.5pp |
| Employer contribution / active EE | $438 | $4,163-89.5% | $3,324-86.8% | $4,837-90.9% |
| Participant deferral / active EE | $1,701 | $5,673-70.0% | $4,614-63.1% | $6,341-73.2% |
| Admin fee / account holder | $3,621 | $9,531-62.0% | $7,493-51.7% | $12,309-70.6% |