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 | $18,008 | $81,446-77.9% | $103,374-82.6% | $80,874-77.7% |
| Participation rate | 86.4% | 66.9%+19.6pp | 74.5%+11.9pp | 67.6%+18.8pp |
| Annual return | 8.57% | 25.57%-17.0pp | 24.89%-16.3pp | 35.62%-27.1pp |
| Employer contribution / active EE | $460 | $3,107-85.2% | $3,869-88.1% | $2,756-83.3% |
| Participant deferral / active EE | $2,028 | $3,870-47.6% | $5,058-59.9% | $4,297-52.8% |
| Admin fee / account holder | $27,265 | $6,715+306.0% | $8,394+224.8% | $6,935+293.1% |