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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $168,144 | $369,484-54.5% | $303,047-44.5% | $357,791-53.0% |
| Participation rate | 100.0% | 90.0%+10.0pp | 87.1%+12.9pp | 85.6%+14.4pp |
| Annual return | 7.00% | 0.42%+6.6pp | 2.47%+4.5pp | 396.79%-389.8pp |
| Employer contribution / active EE | $4,849 | $9,025-46.3% | $7,418-34.6% | $7,508-35.4% |
| Participant deferral / active EE | $0 | $5,439-100.0% | $5,070-100.0% | $5,521-100.0% |
| Admin fee / account holder | $129,184 | $49,137+162.9% | $39,333+228.4% | $28,387+355.1% |