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 8-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 | $12,501 | $176,812-92.9% | $146,665-91.5% | $167,490-92.5% |
| Participation rate | 77.8% | 83.6%-5.8pp | 80.1%-2.3pp | 82.1%-4.3pp |
| Annual return | 6.76% | 24.03%-17.3pp | 22.74%-16.0pp | 478.56%-471.8pp |
| Employer contribution / active EE | $597 | $5,160-88.4% | $4,136-85.6% | $4,837-87.7% |
| Participant deferral / active EE | $2,287 | $6,440-64.5% | $5,506-58.5% | $6,341-63.9% |
| Admin fee / account holder | $1,949 | $13,259-85.3% | $10,280-81.0% | $12,309-84.2% |