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 6-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 | $13,387 | $110,257-87.9% | $96,544-86.1% | $139,434-90.4% |
| Participation rate | 87.5% | 78.1%+9.4pp | 76.0%+11.5pp | 80.3%+7.2pp |
| Annual return | -2.52% | 26.32%-28.8pp | 25.84%-28.4pp | 372.94%-375.5pp |
| Employer contribution / active EE | $614 | $3,620-83.0% | $2,965-79.3% | $4,751-87.1% |
| Participant deferral / active EE | $4,382 | $5,548-21.0% | $4,851-9.7% | $6,710-34.7% |
| Admin fee / account holder | $1,892 | $11,591-83.7% | $8,252-77.1% | $11,403-83.4% |