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 | $8,917 | $54,350-83.6% | $82,719-89.2% | $68,494-87.0% |
| Participation rate | 78.3% | 63.9%+14.4pp | 72.6%+5.8pp | 67.9%+10.4pp |
| Annual return | -22.36% | -13.67%-8.7pp | 701.18%-723.5pp | -7.84%-14.5pp |
| Employer contribution / active EE | $78 | $2,218-96.5% | $3,009-97.4% | $2,596-97.0% |
| Participant deferral / active EE | $1,659 | $3,246-48.9% | $4,395-62.3% | $4,027-58.8% |
| Admin fee / account holder | $450 | $4,395-89.8% | $5,329-91.5% | $5,403-91.7% |