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 | $32,037 | $125,758-74.5% | $169,993-81.2% | $75,163-57.4% |
| Participation rate | 73.1% | 83.6%-10.5pp | 87.0%-13.9pp | 67.2%+5.9pp |
| Annual return | 10.27% | 27.20%-16.9pp | 53.37%-43.1pp | 160.62%-150.3pp |
| Employer contribution / active EE | $1,069 | $4,615-76.8% | $6,785-84.3% | $2,670-60.0% |
| Participant deferral / active EE | $3,146 | $6,837-54.0% | $10,408-69.8% | $4,125-23.7% |
| Admin fee / account holder | $7,426 | $8,173-9.1% | $12,815-42.0% | $5,651+31.4% |