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 | $8,752 | $91,190-90.4% | $178,490-95.1% | $79,858-89.0% |
| Participation rate | 90.4% | 69.2%+21.2pp | 81.9%+8.5pp | 69.6%+20.8pp |
| Annual return | 7.85% | 24.19%-16.3pp | 151.07%-143.2pp | 31.71%-23.9pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,738 | $3,236-46.3% | $5,202-66.6% | $3,740-53.5% |
| Admin fee / account holder | $959 | $6,751-85.8% | $13,984-93.1% | $5,306-81.9% |