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 | $17,860 | $127,386-86.0% | $115,037-84.5% | $125,391-85.8% |
| Participation rate | 72.7% | 84.2%-11.4pp | 81.4%-8.6pp | 83.2%-10.5pp |
| Annual return | -4.22% | 31.28%-35.5pp | 26.14%-30.4pp | 282.22%-286.4pp |
| Employer contribution / active EE | $726 | $5,166-85.9% | $4,608-84.2% | $4,866-85.1% |
| Participant deferral / active EE | $2,644 | $6,423-58.8% | $6,026-56.1% | $5,352-50.6% |
| Admin fee / account holder | $395 | $9,516-95.9% | $8,175-95.2% | $9,540-95.9% |