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 | $1,225 | $99,918-98.8% | $81,382-98.5% | $145,922-99.2% |
| Participation rate | 90.0% | 74.2%+15.8pp | 69.5%+20.5pp | 80.3%+9.7pp |
| Annual return | 7.21% | 34.32%-27.1pp | 24.73%-17.5pp | 561.29%-554.1pp |
| Employer contribution / active EE | $0 | $2,978-100.0% | $2,463-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $907 | $4,605-80.3% | $3,883-76.6% | $6,688-86.4% |
| Admin fee / account holder | $2,343 | $8,212-71.5% | $5,768-59.4% | $13,397-82.5% |