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 | $21,722 | $67,021-67.6% | $239,375-90.9% | $67,021-67.6% |
| Participation rate | 100.0% | 73.1%+26.9pp | 99.7%+0.3pp | 73.1%+26.9pp |
| Annual return | 1.41% | 48.20%-46.8pp | -11.52%+12.9pp | 48.20%-46.8pp |
| Employer contribution / active EE | $935 | $2,570-63.6% | $33,162-97.2% | $2,570-63.6% |
| Participant deferral / active EE | $0 | $2,835-100.0% | $0 | $2,835-100.0% |
| Admin fee / account holder | $2,434 | $5,490-55.7% | $313,440-99.2% | $5,490-55.7% |