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 | $28,300 | $101,724-72.2% | $164,813-82.8% | $80,856-65.0% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.6%+32.4pp |
| Annual return | 8.14% | 16.72%-8.6pp | 69.93%-61.8pp | 35.59%-27.4pp |
| Employer contribution / active EE | $549 | $2,953-81.4% | $4,341-87.4% | $2,755-80.1% |
| Participant deferral / active EE | $5,007 | $4,477+11.8% | $6,031-17.0% | $4,296+16.5% |
| Admin fee / account holder | $3,915 | $8,227-52.4% | $12,690-69.1% | $6,918-43.4% |