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 6-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 | $15,382 | $110,094-86.0% | $151,611-89.9% | $68,494-77.5% |
| Participation rate | 75.6% | 84.0%-8.4pp | 87.5%-11.9pp | 67.9%+7.7pp |
| Annual return | -23.84% | -10.12%-13.7pp | 3.33%-27.2pp | -7.84%-16.0pp |
| Employer contribution / active EE | $788 | $4,471-82.4% | $6,166-87.2% | $2,596-69.6% |
| Participant deferral / active EE | $4,151 | $6,527-36.4% | $8,363-50.4% | $4,027+3.1% |
| Admin fee / account holder | $1,131 | $7,719-85.3% | $11,616-90.3% | $5,403-79.1% |