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 | $9,333 | $65,703-85.8% | $94,224-90.1% | $59,632-84.3% |
| Participation rate | 73.6% | 72.1%+1.4pp | 78.8%-5.2pp | 68.7%+4.9pp |
| Annual return | -4.83% | 5.22%-10.0pp | 10.68%-15.5pp | 2041.28%-2046.1pp |
| Employer contribution / active EE | $306 | $2,021-84.8% | $3,587-91.5% | $2,203-86.1% |
| Participant deferral / active EE | $1,849 | $3,143-41.2% | $4,320-57.2% | $3,192-42.1% |
| Admin fee / account holder | $596 | $4,264-86.0% | $6,269-90.5% | $4,297-86.1% |