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 | $10,736 | $53,127-79.8% | $86,590-87.6% | $70,131-84.7% |
| Participation rate | 76.7% | 65.3%+11.4pp | 73.5%+3.1pp | 69.5%+7.1pp |
| Annual return | 6.80% | 27.66%-20.9pp | 964.84%-958.0pp | 73.14%-66.3pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $2,839-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,320 | $2,696-51.1% | $3,609-63.4% | $3,332-60.4% |
| Admin fee / account holder | $2,139 | $3,585-40.4% | $4,906-56.4% | $4,645-54.0% |