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 | $16,530 | $86,286-80.8% | $111,297-85.1% | $85,850-80.7% |
| Participation rate | 79.2% | 73.3%+5.9pp | 77.3%+1.9pp | 69.3%+9.9pp |
| Annual return | 9.24% | 19.99%-10.7pp | 54.65%-45.4pp | 318.53%-309.3pp |
| Employer contribution / active EE | $140 | $2,043-93.1% | $2,731-94.9% | $2,565-94.5% |
| Participant deferral / active EE | $2,054 | $3,641-43.6% | $4,487-54.2% | $3,952-48.0% |
| Admin fee / account holder | $6,064 | $8,188-25.9% | $7,964-23.9% | $6,260-3.1% |