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 | $8,234 | $57,828-85.8% | $117,039-93.0% | $70,131-88.3% |
| Participation rate | 81.1% | 67.1%+14.0pp | 77.2%+3.9pp | 69.5%+11.5pp |
| Annual return | 11.20% | 17.55%-6.4pp | 18.95%-7.7pp | 73.14%-61.9pp |
| Employer contribution / active EE | $0 | $1,816-100.0% | $3,785-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,471 | $2,438-39.6% | $3,929-62.6% | $3,332-55.8% |
| Admin fee / account holder | $761 | $3,548-78.6% | $5,974-87.3% | $4,645-83.6% |