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 9-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 | $9,837 | $65,365-85.0% | $92,893-89.4% | $72,985-86.5% |
| Participation rate | 77.6% | 68.3%+9.2pp | 76.0%+1.5pp | 69.5%+8.1pp |
| Annual return | 15.79% | 42.10%-26.3pp | 109.41%-93.6pp | 81.00%-65.2pp |
| Employer contribution / active EE | $341 | $2,594-86.9% | $3,653-90.7% | $2,440-86.0% |
| Participant deferral / active EE | $0 | $3,128-100.0% | $4,236-100.0% | $3,607-100.0% |
| Admin fee / account holder | $370 | $4,251-91.3% | $5,794-93.6% | $5,124-92.8% |