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 | $12,669 | $91,190-86.1% | $178,490-92.9% | $79,858-84.1% |
| Participation rate | 87.2% | 69.2%+18.0pp | 81.9%+5.3pp | 69.6%+17.5pp |
| Annual return | 1.85% | 24.19%-22.3pp | 151.07%-149.2pp | 31.71%-29.9pp |
| Employer contribution / active EE | $274 | $3,256-91.6% | $5,011-94.5% | $2,471-88.9% |
| Participant deferral / active EE | $1,272 | $3,236-60.7% | $5,202-75.5% | $3,740-66.0% |
| Admin fee / account holder | $714 | $6,751-89.4% | $13,984-94.9% | $5,306-86.5% |