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 9-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 | $3,559 | $43,723-91.9% | $121,196-97.1% | $64,186-94.5% |
| Participation rate | 81.3% | 58.3%+23.0pp | 71.7%+9.6pp | 69.6%+11.8pp |
| Annual return | -9.46% | 68.91%-78.4pp | 16.93%-26.4pp | 7.63%-17.1pp |
| Employer contribution / active EE | $0 | $1,296-100.0% | $4,022-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,369 | $2,280-40.0% | $3,344-59.1% | $3,470-60.6% |
| Admin fee / account holder | $915 | $3,501-73.9% | $5,019-81.8% | $4,888-81.3% |