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 | $20,173 | $146,267-86.2% | $197,124-89.8% | $82,448-75.5% |
| Participation rate | 78.9% | 84.0%-5.1pp | 86.7%-7.8pp | 68.1%+10.9pp |
| Annual return | 11.50% | 29.61%-18.1pp | 44.34%-32.8pp | 41.64%-30.1pp |
| Employer contribution / active EE | $148 | $4,723-96.9% | $6,227-97.6% | $2,551-94.2% |
| Participant deferral / active EE | $3,926 | $7,035-44.2% | $9,135-57.0% | $4,139-5.1% |
| Admin fee / account holder | $24,291 | $14,422+68.4% | $16,298+49.0% | $7,234+235.8% |