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 | $5,090 | $87,841-94.2% | $133,980-96.2% | $62,891-91.9% |
| Participation rate | 96.3% | 83.4%+12.9pp | 87.1%+9.2pp | 69.3%+27.0pp |
| Annual return | 0.70% | 12.05%-11.4pp | 29.30%-28.6pp | 20.14%-19.4pp |
| Employer contribution / active EE | $333 | $3,483-90.4% | $5,211-93.6% | $2,281-85.4% |
| Participant deferral / active EE | $0 | $4,812-100.0% | $6,282-100.0% | $3,203-100.0% |
| Admin fee / account holder | $354 | $5,371-93.4% | $9,324-96.2% | $4,296-91.8% |