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 | $20,424 | $101,724-79.9% | $164,813-87.6% | $80,856-74.7% |
| Participation rate | 88.0% | 71.8%+16.2pp | 78.6%+9.4pp | 67.6%+20.4pp |
| Annual return | 8.15% | 16.72%-8.6pp | 69.93%-61.8pp | 35.59%-27.4pp |
| Employer contribution / active EE | $688 | $2,953-76.7% | $4,341-84.1% | $2,755-75.0% |
| Participant deferral / active EE | $2,484 | $4,477-44.5% | $6,031-58.8% | $4,296-42.2% |
| Admin fee / account holder | $760 | $8,227-90.8% | $12,690-94.0% | $6,918-89.0% |