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 | $7,520 | $84,233-91.1% | $170,442-95.6% | $70,131-89.3% |
| Participation rate | 98.7% | 70.8%+27.9pp | 83.6%+15.1pp | 69.5%+29.2pp |
| Annual return | 11.45% | 23.06%-11.6pp | 205.93%-194.5pp | 73.14%-61.7pp |
| Employer contribution / active EE | $254 | $3,387-92.5% | $5,433-95.3% | $2,342-89.1% |
| Participant deferral / active EE | $1,076 | $3,086-65.1% | $4,939-78.2% | $3,332-67.7% |
| Admin fee / account holder | $1,493 | $5,698-73.8% | $13,880-89.2% | $4,645-67.9% |