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 | $19,827 | $67,411-70.6% | $91,001-78.2% | $70,131-71.7% |
| Participation rate | 77.8% | 71.4%+6.4pp | 75.6%+2.2pp | 69.5%+8.2pp |
| Annual return | 12.19% | -40.16%+52.4pp | 4.60%+7.6pp | 73.14%-60.9pp |
| Employer contribution / active EE | $57 | $1,786-96.8% | $2,456-97.7% | $2,342-97.6% |
| Participant deferral / active EE | $1,838 | $2,823-34.9% | $3,547-48.2% | $3,332-44.8% |
| Admin fee / account holder | $14,166 | $4,236+234.4% | $5,417+161.5% | $4,645+205.0% |