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 | $9,718 | $85,202-88.6% | $172,739-94.4% | $72,985-86.7% |
| Participation rate | 92.5% | 70.1%+22.4pp | 82.6%+9.8pp | 69.5%+23.0pp |
| Annual return | 14.12% | 27.32%-13.2pp | 802.84%-788.7pp | 81.00%-66.9pp |
| Employer contribution / active EE | $100 | $3,324-97.0% | $5,143-98.1% | $2,440-95.9% |
| Participant deferral / active EE | $2,603 | $3,260-20.2% | $5,198-49.9% | $3,607-27.8% |
| Admin fee / account holder | $2,496 | $5,884-57.6% | $13,954-82.1% | $5,124-51.3% |