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 | $2,877 | $81,248-96.5% | $155,509-98.2% | $80,856-96.4% |
| Participation rate | 82.8% | 66.2%+16.5pp | 78.2%+4.6pp | 67.6%+15.1pp |
| Annual return | 6.91% | 33.31%-26.4pp | 64.67%-57.8pp | 35.59%-28.7pp |
| Employer contribution / active EE | $111 | $3,100-96.4% | $4,672-97.6% | $2,755-96.0% |
| Participant deferral / active EE | $1,885 | $3,452-45.4% | $5,626-66.5% | $4,296-56.1% |
| Admin fee / account holder | $512 | $7,997-93.6% | $15,912-96.8% | $6,918-92.6% |