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 | $15,296 | $61,660-75.2% | $80,019-80.9% | $64,186-76.2% |
| Participation rate | 75.6% | 71.7%+3.9pp | 75.8%-0.2pp | 69.6%+6.0pp |
| Annual return | -8.33% | -0.33%-8.0pp | 11.22%-19.5pp | 7.63%-16.0pp |
| Employer contribution / active EE | $281 | $1,810-84.5% | $2,468-88.6% | $2,381-88.2% |
| Participant deferral / active EE | $1,871 | $2,968-37.0% | $3,686-49.2% | $3,470-46.1% |
| Admin fee / account holder | $1,271 | $5,417-76.5% | $6,521-80.5% | $4,888-74.0% |