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 | $24,259 | $86,929-72.1% | $102,423-76.3% | $80,856-70.0% |
| Participation rate | 79.2% | 72.4%+6.9pp | 76.5%+2.8pp | 67.6%+11.6pp |
| Annual return | 9.96% | 18.88%-8.9pp | 29.32%-19.4pp | 35.59%-25.6pp |
| Employer contribution / active EE | $549 | $2,369-76.8% | $3,023-81.8% | $2,755-80.1% |
| Participant deferral / active EE | $2,527 | $4,118-38.6% | $5,053-50.0% | $4,296-41.2% |
| Admin fee / account holder | $979 | $8,049-87.8% | $9,451-89.6% | $6,918-85.9% |