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 | $11,347 | $59,186-80.8% | $76,768-85.2% | $56,287-79.8% |
| Participation rate | 78.3% | 75.2%+3.1pp | 77.0%+1.3pp | 69.9%+8.4pp |
| Annual return | -9.33% | 6.62%-15.9pp | 2.43%-11.8pp | -9.96%+0.6pp |
| Employer contribution / active EE | $297 | $1,759-83.1% | $2,485-88.0% | $2,111-85.9% |
| Participant deferral / active EE | $2,982 | $3,255-8.4% | $3,852-22.6% | $3,350-11.0% |
| Admin fee / account holder | $1,002 | $489+104.8% | $6,675-85.0% | $521+92.3% |