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 | $40,184 | $148,978-73.0% | $200,582-80.0% | $84,808-52.6% |
| Participation rate | 93.8% | 84.2%+9.5pp | 86.9%+6.9pp | 68.3%+25.4pp |
| Annual return | 11.35% | 28.16%-16.8pp | 42.33%-31.0pp | 40.90%-29.5pp |
| Employer contribution / active EE | $1,461 | $4,815-69.7% | $6,419-77.2% | $2,631-44.5% |
| Participant deferral / active EE | $4,183 | $7,142-41.4% | $9,331-55.2% | $4,212-0.7% |
| Admin fee / account holder | $20,141 | $13,977+44.1% | $16,305+23.5% | $7,344+174.3% |