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 | $17,005 | $91,552-81.4% | $133,956-87.3% | $79,858-78.7% |
| Participation rate | 97.8% | 73.3%+24.4pp | 79.8%+17.9pp | 69.6%+28.1pp |
| Annual return | 8.97% | 61.85%-52.9pp | 45.09%-36.1pp | 31.71%-22.7pp |
| Employer contribution / active EE | $376 | $2,384-84.2% | $3,919-90.4% | $2,471-84.8% |
| Participant deferral / active EE | $3,907 | $3,733+4.7% | $5,048-22.6% | $3,740+4.5% |
| Admin fee / account holder | $737 | $6,321-88.3% | $8,927-91.7% | $5,306-86.1% |