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 | $9,644 | $91,190-89.4% | $178,490-94.6% | $79,858-87.9% |
| Participation rate | 70.8% | 69.2%+1.6pp | 81.9%-11.1pp | 69.6%+1.2pp |
| Annual return | 9.37% | 24.19%-14.8pp | 151.07%-141.7pp | 31.71%-22.3pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,805 | $3,236-44.2% | $5,202-65.3% | $3,740-51.7% |
| Admin fee / account holder | $1,804 | $6,751-73.3% | $13,984-87.1% | $5,306-66.0% |