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 | $17,930 | $83,477-78.5% | $125,175-85.7% | $72,985-75.4% |
| Participation rate | 92.3% | 73.3%+19.0pp | 79.8%+12.5pp | 69.5%+22.8pp |
| Annual return | 16.08% | 25.78%-9.7pp | 43.79%-27.7pp | 81.00%-64.9pp |
| Employer contribution / active EE | $401 | $2,345-82.9% | $3,865-89.6% | $2,440-83.6% |
| Participant deferral / active EE | $1,934 | $3,585-46.1% | $4,937-60.8% | $3,607-46.4% |
| Admin fee / account holder | $3,013 | $5,517-45.4% | $9,702-68.9% | $5,124-41.2% |