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 | $3,314 | $83,908-96.1% | $68,509-95.2% | $125,391-97.4% |
| Participation rate | 86.7% | 78.2%+8.5pp | 74.7%+11.9pp | 83.2%+3.5pp |
| Annual return | -3.75% | 14.48%-18.2pp | 8.27%-12.0pp | 282.22%-286.0pp |
| Employer contribution / active EE | $0 | $3,031-100.0% | $2,278-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $2,435 | $4,125-41.0% | $3,382-28.0% | $5,352-54.5% |
| Admin fee / account holder | $1,658 | $8,982-81.5% | $5,275-68.6% | $9,540-82.6% |