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 | $32,386 | $95,803-66.2% | $113,168-71.4% | $84,808-61.8% |
| Participation rate | 90.8% | 72.9%+17.9pp | 76.6%+14.2pp | 68.3%+22.5pp |
| Annual return | 10.30% | 25.00%-14.7pp | 24.27%-14.0pp | 40.90%-30.6pp |
| Employer contribution / active EE | $488 | $2,360-79.3% | $2,975-83.6% | $2,631-81.4% |
| Participant deferral / active EE | $3,114 | $4,242-26.6% | $5,107-39.0% | $4,212-26.1% |
| Admin fee / account holder | $5,127 | $8,989-43.0% | $12,068-57.5% | $7,344-30.2% |