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 | $37,441 | $123,793-69.8% | $177,821-78.9% | $79,858-53.1% |
| Participation rate | 98.2% | 84.7%+13.6pp | 87.7%+10.5pp | 69.6%+28.6pp |
| Annual return | -8.69% | 22.82%-31.5pp | 48.32%-57.0pp | 31.71%-40.4pp |
| Employer contribution / active EE | $1,000 | $4,095-75.6% | $5,918-83.1% | $2,471-59.5% |
| Participant deferral / active EE | $0 | $5,956-100.0% | $7,714-100.0% | $3,740-100.0% |
| Admin fee / account holder | $5,351 | $7,243-26.1% | $12,427-56.9% | $5,306+0.8% |