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 | $18,249 | $100,041-81.8% | $149,718-87.8% | $70,131-74.0% |
| Participation rate | 98.6% | 83.6%+15.0pp | 87.1%+11.5pp | 69.5%+29.1pp |
| Annual return | 5.93% | 27.43%-21.5pp | 1501.63%-1495.7pp | 73.14%-67.2pp |
| Employer contribution / active EE | $1,014 | $3,662-72.3% | $5,445-81.4% | $2,342-56.7% |
| Participant deferral / active EE | $0 | $4,983-100.0% | $6,569-100.0% | $3,332-100.0% |
| Admin fee / account holder | $764 | $8,286-90.8% | $11,283-93.2% | $4,645-83.6% |