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 | $34,635 | $138,347-75.0% | $184,203-81.2% | $80,856-57.2% |
| Participation rate | 76.0% | 83.9%-7.9pp | 86.8%-10.8pp | 67.6%+8.4pp |
| Annual return | 6.78% | 20.02%-13.2pp | 28.81%-22.0pp | 35.59%-28.8pp |
| Employer contribution / active EE | $1,138 | $4,850-76.5% | $6,427-82.3% | $2,755-58.7% |
| Participant deferral / active EE | $4,248 | $7,071-39.9% | $9,131-53.5% | $4,296-1.1% |
| Admin fee / account holder | $4,568 | $10,483-56.4% | $13,901-67.1% | $6,918-34.0% |