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 | $7,796 | $84,233-90.7% | $170,442-95.4% | $70,131-88.9% |
| Participation rate | 92.2% | 70.8%+21.3pp | 83.6%+8.6pp | 69.5%+22.6pp |
| Annual return | 9.66% | 23.06%-13.4pp | 205.93%-196.3pp | 73.14%-63.5pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,433-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,194 | $3,086-61.3% | $4,939-75.8% | $3,332-64.2% |
| Admin fee / account holder | $2,813 | $5,698-50.6% | $13,880-79.7% | $4,645-39.5% |