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 | $31,717 | $87,841-63.9% | $133,980-76.3% | $62,891-49.6% |
| Participation rate | 74.4% | 83.4%-9.0pp | 87.1%-12.6pp | 69.3%+5.1pp |
| Annual return | 4.21% | 12.05%-7.8pp | 29.30%-25.1pp | 20.14%-15.9pp |
| Employer contribution / active EE | $299 | $3,483-91.4% | $5,211-94.3% | $2,281-86.9% |
| Participant deferral / active EE | $3,300 | $4,812-31.4% | $6,282-47.5% | $3,203+3.0% |
| Admin fee / account holder | $10,397 | $5,371+93.6% | $9,324+11.5% | $4,296+142.0% |