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 5-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 | $2,830 | $48,265-94.1% | $68,791-95.9% | $68,494-95.9% |
| Participation rate | 85.3% | 60.7%+24.6pp | 69.0%+16.3pp | 67.9%+17.4pp |
| Annual return | -22.55% | -12.71%-9.8pp | -6.38%-16.2pp | -7.84%-14.7pp |
| Employer contribution / active EE | $0 | $1,829-100.0% | $2,655-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,907 | $2,867+1.4% | $3,941-26.2% | $4,027-27.8% |
| Admin fee / account holder | $459 | $4,355-89.5% | $4,932-90.7% | $5,403-91.5% |