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 | $7,808 | $53,018-85.3% | $70,014-88.8% | $62,891-87.6% |
| Participation rate | 75.9% | 67.2%+8.7pp | 71.8%+4.0pp | 69.3%+6.6pp |
| Annual return | 2.66% | 13.35%-10.7pp | 12.99%-10.3pp | 20.14%-17.5pp |
| Employer contribution / active EE | $130 | $1,799-92.8% | $2,338-94.4% | $2,281-94.3% |
| Participant deferral / active EE | $1,288 | $2,395-46.2% | $2,931-56.1% | $3,203-59.8% |
| Admin fee / account holder | $352 | $3,690-90.5% | $4,380-92.0% | $4,296-91.8% |