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 5-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 | $11,124 | $76,050-85.4% | $96,544-88.5% | $71,457-84.4% |
| Participation rate | 90.8% | 74.4%+16.4pp | 76.0%+14.9pp | 67.9%+22.9pp |
| Annual return | -27.90% | 22.81%-50.7pp | 25.84%-53.7pp | 28.85%-56.8pp |
| Employer contribution / active EE | $354 | $2,244-84.2% | $2,965-88.0% | $2,588-86.3% |
| Participant deferral / active EE | $0 | $4,215-100.0% | $4,851-100.0% | $4,289-100.0% |
| Admin fee / account holder | $334 | $2,707-87.6% | $8,252-95.9% | $1,587-78.9% |