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 | $16,915 | $84,487-80.0% | $125,339-86.5% | $66,914-74.7% |
| Participation rate | 77.4% | 76.4%+0.9pp | 82.4%-5.0pp | 69.8%+7.6pp |
| Annual return | -22.00% | -8.39%-13.6pp | 572.05%-594.1pp | 1.58%-23.6pp |
| Employer contribution / active EE | $742 | $3,553-79.1% | $4,814-84.6% | $2,544-70.8% |
| Participant deferral / active EE | $3,808 | $6,781-43.8% | $7,446-48.9% | $4,237-10.1% |
| Admin fee / account holder | $2,264 | $685+230.5% | $10,010-77.4% | $593+281.6% |