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 | $31,365 | $109,359-71.3% | $162,163-80.7% | $72,985-57.0% |
| Participation rate | 98.0% | 84.3%+13.8pp | 87.6%+10.5pp | 69.5%+28.6pp |
| Annual return | 5.21% | 25.46%-20.2pp | 115.59%-110.4pp | 81.00%-75.8pp |
| Employer contribution / active EE | $762 | $3,907-80.5% | $5,614-86.4% | $2,440-68.8% |
| Participant deferral / active EE | $2,575 | $5,481-53.0% | $7,298-64.7% | $3,607-28.6% |
| Admin fee / account holder | $1,914 | $7,972-76.0% | $10,843-82.4% | $5,124-62.7% |