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 | $8,516 | $77,899-89.1% | $149,673-94.3% | $75,163-88.7% |
| Participation rate | 90.4% | 65.6%+24.8pp | 78.8%+11.6pp | 67.2%+23.2pp |
| Annual return | 4.34% | 31.72%-27.4pp | 134.42%-130.1pp | 160.62%-156.3pp |
| Employer contribution / active EE | $322 | $3,137-89.7% | $4,818-93.3% | $2,670-87.9% |
| Participant deferral / active EE | $1,717 | $3,411-49.7% | $5,680-69.8% | $4,125-58.4% |
| Admin fee / account holder | $5,698 | $5,956-4.3% | $13,210-56.9% | $5,651+0.8% |