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 | $5,716 | $77,899-92.7% | $149,673-96.2% | $75,163-92.4% |
| Participation rate | 84.3% | 65.6%+18.7pp | 78.8%+5.5pp | 67.2%+17.1pp |
| Annual return | 12.68% | 31.72%-19.0pp | 134.42%-121.7pp | 160.62%-147.9pp |
| Employer contribution / active EE | $5 | $3,137-99.8% | $4,818-99.9% | $2,670-99.8% |
| Participant deferral / active EE | $1,053 | $3,411-69.1% | $5,680-81.5% | $4,125-74.5% |
| Admin fee / account holder | $1,549 | $5,956-74.0% | $13,210-88.3% | $5,651-72.6% |