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 6-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 | $3,403 | $59,839-94.3% | $81,983-95.8% | $79,858-95.7% |
| Participation rate | 80.9% | 61.6%+19.3pp | 69.2%+11.7pp | 69.6%+11.3pp |
| Annual return | -2.43% | 17.56%-20.0pp | 41.31%-43.7pp | 31.71%-34.1pp |
| Employer contribution / active EE | $181 | $1,713-89.4% | $2,498-92.7% | $2,471-92.7% |
| Participant deferral / active EE | $1,357 | $2,695-49.7% | $3,722-63.6% | $3,740-63.7% |
| Admin fee / account holder | $531 | $4,287-87.6% | $5,664-90.6% | $5,306-90.0% |