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 | $16,608 | $135,952-87.8% | $123,892-86.6% | $273,961-93.9% |
| Participation rate | 72.2% | 84.1%-11.8pp | 81.4%-9.2pp | 83.0%-10.8pp |
| Annual return | 2.62% | 56.63%-54.0pp | 47.52%-44.9pp | 41.45%-38.8pp |
| Employer contribution / active EE | $185 | $5,170-96.4% | $4,617-96.0% | $4,869-96.2% |
| Participant deferral / active EE | $3,307 | $6,343-47.9% | $5,984-44.7% | $5,287-37.4% |
| Admin fee / account holder | $18,364 | $9,817+87.1% | $8,357+119.7% | $10,132+81.2% |