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 8-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 | $15,505 | $129,942-88.1% | $104,294-85.1% | $134,475-88.5% |
| Participation rate | 78.6% | 79.5%-1.0pp | 73.3%+5.3pp | 81.2%-2.7pp |
| Annual return | -21.31% | 42.03%-63.3pp | 24.61%-45.9pp | 417.96%-439.3pp |
| Employer contribution / active EE | $39 | $4,184-99.1% | $3,372-98.8% | $4,740-99.2% |
| Participant deferral / active EE | $2,569 | $5,588-54.0% | $4,625-44.4% | $6,400-59.9% |
| Admin fee / account holder | $415 | $9,323-95.5% | $7,339-94.3% | $11,426-96.4% |