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 | $13,229 | $91,190-85.5% | $178,490-92.6% | $79,858-83.4% |
| Participation rate | 78.9% | 69.2%+9.7pp | 81.9%-3.0pp | 69.6%+9.3pp |
| Annual return | 2.54% | 24.19%-21.7pp | 151.07%-148.5pp | 31.71%-29.2pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,664 | $3,236-48.6% | $5,202-68.0% | $3,740-55.5% |
| Admin fee / account holder | $1,464 | $6,751-78.3% | $13,984-89.5% | $5,306-72.4% |