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 | $18,263 | $82,664-77.9% | $125,339-85.4% | $68,494-73.3% |
| Participation rate | 70.4% | 75.0%-4.7pp | 82.4%-12.0pp | 67.9%+2.5pp |
| Annual return | -19.69% | -5.97%-13.7pp | 572.05%-591.7pp | -7.84%-11.8pp |
| Employer contribution / active EE | $449 | $3,381-86.7% | $4,814-90.7% | $2,596-82.7% |
| Participant deferral / active EE | $3,689 | $6,110-39.6% | $7,446-50.5% | $4,027-8.4% |
| Admin fee / account holder | $5,230 | $6,275-16.7% | $10,010-47.7% | $5,403-3.2% |