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 8-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 | $3,913 | $56,053-93.0% | $75,972-94.8% | $80,856-95.2% |
| Participation rate | 81.8% | 62.0%+19.8pp | 69.1%+12.8pp | 67.6%+14.2pp |
| Annual return | 6.15% | 20.53%-14.4pp | 359.55%-353.4pp | 35.59%-29.4pp |
| Employer contribution / active EE | $189 | $1,874-89.9% | $2,685-93.0% | $2,755-93.1% |
| Participant deferral / active EE | $1,063 | $3,052-65.2% | $4,255-75.0% | $4,296-75.3% |
| Admin fee / account holder | $1,516 | $5,234-71.0% | $6,467-76.6% | $6,918-78.1% |