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 | $17,758 | $110,094-83.9% | $151,611-88.3% | $68,494-74.1% |
| Participation rate | 74.3% | 84.0%-9.7pp | 87.5%-13.2pp | 67.9%+6.4pp |
| Annual return | -20.34% | -10.12%-10.2pp | 3.33%-23.7pp | -7.84%-12.5pp |
| Employer contribution / active EE | $1,248 | $4,471-72.1% | $6,166-79.8% | $2,596-51.9% |
| Participant deferral / active EE | $4,609 | $6,527-29.4% | $8,363-44.9% | $4,027+14.4% |
| Admin fee / account holder | $521 | $7,719-93.2% | $11,616-95.5% | $5,403-90.4% |