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 | $4,620 | $54,350-91.5% | $82,719-94.4% | $68,494-93.3% |
| Participation rate | 74.1% | 63.9%+10.2pp | 72.6%+1.5pp | 67.9%+6.2pp |
| Annual return | -19.74% | -13.67%-6.1pp | 701.18%-720.9pp | -7.84%-11.9pp |
| Employer contribution / active EE | $0 | $2,218-100.0% | $3,009-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,921 | $3,246-40.8% | $4,395-56.3% | $4,027-52.3% |
| Admin fee / account holder | $865 | $4,395-80.3% | $5,329-83.8% | $5,403-84.0% |