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 | $16,031 | $63,861-74.9% | $104,607-84.7% | $79,858-79.9% |
| Participation rate | 84.2% | 64.9%+19.3pp | 74.1%+10.1pp | 69.6%+14.6pp |
| Annual return | 7.78% | 21.30%-13.5pp | 340.46%-332.7pp | 31.71%-23.9pp |
| Employer contribution / active EE | $0 | $1,588-100.0% | $2,681-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,307 | $2,693-51.5% | $3,740-65.0% | $3,740-65.1% |
| Admin fee / account holder | $1,520 | $4,185-63.7% | $6,473-76.5% | $5,306-71.4% |