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 5-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 | $15,834 | $63,764-75.2% | $81,930-80.7% | $79,858-80.2% |
| Participation rate | 80.4% | 67.5%+12.9pp | 72.0%+8.4pp | 69.6%+10.7pp |
| Annual return | 3.68% | 22.66%-19.0pp | 29.49%-25.8pp | 31.71%-28.0pp |
| Employer contribution / active EE | $328 | $1,795-81.7% | $4,310-92.4% | $2,471-86.7% |
| Participant deferral / active EE | $1,584 | $2,780-43.0% | $7,107-77.7% | $3,740-57.6% |
| Admin fee / account holder | $10,034 | $4,426+126.7% | $5,158+94.5% | $5,306+89.1% |