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 | $8,478 | $39,122-78.3% | $57,179-85.2% | $62,891-86.5% |
| Participation rate | 100.0% | 70.5%+29.5pp | 75.3%+24.7pp | 69.3%+30.7pp |
| Annual return | -4.66% | 9.23%-13.9pp | 14.59%-19.2pp | 20.14%-24.8pp |
| Employer contribution / active EE | $265 | $1,874-85.9% | $2,682-90.1% | $2,281-88.4% |
| Participant deferral / active EE | $887 | $2,374-62.6% | $3,096-71.3% | $3,203-72.3% |
| Admin fee / account holder | $1,517 | $2,592-41.5% | $3,139-51.7% | $4,296-64.7% |