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 | $9,235 | $104,251-91.1% | $91,001-89.9% | $147,584-93.7% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 6.14% | 27.06%-20.9pp | 4.60%+1.5pp | 578.55%-572.4pp |
| Employer contribution / active EE | $446 | $3,116-85.7% | $2,456-81.8% | $4,876-90.9% |
| Participant deferral / active EE | $3,595 | $4,195-14.3% | $3,547+1.3% | $5,439-33.9% |
| Admin fee / account holder | $12,920 | $8,948+44.4% | $5,417+138.5% | $10,885+18.7% |