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 | $10,226 | $84,527-87.9% | $67,711-84.9% | $125,391-91.8% |
| Participation rate | 90.0% | 74.8%+15.2pp | 67.5%+22.5pp | 83.2%+6.8pp |
| Annual return | -4.40% | 2.57%-7.0pp | 25.41%-29.8pp | 282.22%-286.6pp |
| Employer contribution / active EE | $0 | $3,292-100.0% | $2,559-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $975 | $4,429-78.0% | $3,585-72.8% | $5,352-81.8% |
| Admin fee / account holder | $1,566 | $5,340-70.7% | $4,255-63.2% | $9,540-83.6% |