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 3-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 | $2,431 | $80,717-97.0% | $154,803-98.4% | $84,808-97.1% |
| Participation rate | 76.3% | 66.8%+9.5pp | 78.1%-1.8pp | 68.3%+8.0pp |
| Annual return | 12.44% | 37.96%-25.5pp | 58.88%-46.4pp | 40.90%-28.5pp |
| Employer contribution / active EE | $0 | $2,761-100.0% | $4,305-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,493 | $3,303-54.8% | $5,540-73.1% | $4,212-64.6% |
| Admin fee / account holder | $2,071 | $6,746-69.3% | $14,329-85.5% | $7,344-71.8% |