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 | $7,336 | $72,012-89.8% | $185,823-96.1% | $79,858-90.8% |
| Participation rate | 89.5% | 65.8%+23.7pp | 78.0%+11.4pp | 69.6%+19.8pp |
| Annual return | 4.05% | 23.12%-19.1pp | 35.95%-31.9pp | 31.71%-27.7pp |
| Employer contribution / active EE | $329 | $1,965-83.3% | $4,087-92.0% | $2,471-86.7% |
| Participant deferral / active EE | $1,316 | $3,779-65.2% | $5,632-76.6% | $3,740-64.8% |
| Admin fee / account holder | $1,753 | $4,513-61.2% | $9,500-81.6% | $5,306-67.0% |