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 | $7,398 | $109,413-93.2% | $156,263-95.3% | $84,808-91.3% |
| Participation rate | 95.9% | 72.7%+23.2pp | 78.9%+17.0pp | 68.3%+27.6pp |
| Annual return | 0.31% | 20.18%-19.9pp | 59.47%-59.2pp | 40.90%-40.6pp |
| Employer contribution / active EE | $304 | $2,907-89.6% | $4,333-93.0% | $2,631-88.5% |
| Participant deferral / active EE | $0 | $4,590-100.0% | $6,158-100.0% | $4,212-100.0% |
| Admin fee / account holder | $8,177 | $9,357-12.6% | $14,255-42.6% | $7,344+11.3% |