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 3-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 | $5,515 | $117,841-95.3% | $102,423-94.6% | $145,922-96.2% |
| Participation rate | 82.4% | 78.6%+3.8pp | 76.5%+5.9pp | 80.3%+2.1pp |
| Annual return | 5.83% | 31.65%-25.8pp | 29.32%-23.5pp | 561.29%-555.5pp |
| Employer contribution / active EE | $522 | $3,615-85.6% | $3,023-82.7% | $4,660-88.8% |
| Participant deferral / active EE | $2,468 | $5,731-56.9% | $5,053-51.2% | $6,688-63.1% |
| Admin fee / account holder | $4,687 | $13,326-64.8% | $9,451-50.4% | $13,397-65.0% |