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 | $17,180 | $99,985-82.8% | $146,665-88.3% | $85,850-80.0% |
| Participation rate | 100.0% | 73.1%+26.9pp | 80.1%+19.9pp | 69.3%+30.7pp |
| Annual return | 10.35% | 18.93%-8.6pp | 22.74%-12.4pp | 318.53%-308.2pp |
| Employer contribution / active EE | $545 | $2,559-78.7% | $4,136-86.8% | $2,565-78.7% |
| Participant deferral / active EE | $2,675 | $4,006-33.2% | $5,506-51.4% | $3,952-32.3% |
| Admin fee / account holder | $620 | $7,702-91.9% | $10,280-94.0% | $6,260-90.1% |