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 6-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 | $10,926 | $138,044-92.1% | $125,339-91.3% | $134,475-91.9% |
| Participation rate | 75.0% | 84.5%-9.5pp | 82.4%-7.4pp | 81.2%-6.2pp |
| Annual return | -21.33% | 750.33%-771.7pp | 572.05%-593.4pp | 417.96%-439.3pp |
| Employer contribution / active EE | $234 | $5,243-95.5% | $4,814-95.1% | $4,740-95.1% |
| Participant deferral / active EE | $5,266 | $7,799-32.5% | $7,446-29.3% | $6,400-17.7% |
| Admin fee / account holder | $1,144 | $11,571-90.1% | $10,010-88.6% | $11,426-90.0% |