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 | $27,219 | $137,414-80.2% | $189,513-85.6% | $85,850-68.3% |
| Participation rate | 81.6% | 84.6%-3.0pp | 87.8%-6.2pp | 69.3%+12.3pp |
| Annual return | 11.15% | 38.14%-27.0pp | 555.15%-544.0pp | 318.53%-307.4pp |
| Employer contribution / active EE | $737 | $4,344-83.0% | $6,162-88.0% | $2,565-71.3% |
| Participant deferral / active EE | $3,080 | $6,260-50.8% | $8,221-62.5% | $3,952-22.1% |
| Admin fee / account holder | $1,734 | $8,630-79.9% | $12,045-85.6% | $6,260-72.3% |