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 | $17,862 | $333,627-94.6% | $205,371-91.3% | $417,905-95.7% |
| Participation rate | 100.0% | 49.0%+51.0pp | 53.4%+46.6pp | 39.2%+60.8pp |
| Annual return | 2.96% | 5.45%-2.5pp | 6.25%-3.3pp | 13.91%-10.9pp |
| Employer contribution / active EE | $2,076 | $34,450-94.0% | $26,962-92.3% | $35,282-94.1% |
| Participant deferral / active EE | $0 | $190-100.0% | $517-100.0% | $94-100.0% |
| Admin fee / account holder | $39,580 | $19,108+107.1% | $13,227+199.2% | $41,846-5.4% |