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 | $3,654 | $138,065-97.4% | $123,544-97.0% | $135,375-97.3% |
| Participation rate | 83.3% | 84.7%-1.4pp | 82.3%+1.0pp | 82.6%+0.7pp |
| Annual return | -17.51% | 153.68%-171.2pp | 119.20%-136.7pp | 519.73%-537.2pp |
| Employer contribution / active EE | $328 | $5,151-93.6% | $4,628-92.9% | $4,779-93.1% |
| Participant deferral / active EE | $2,530 | $6,799-62.8% | $6,426-60.6% | $5,609-54.9% |
| Admin fee / account holder | $3,779 | $10,916-65.4% | $9,284-59.3% | $10,827-65.1% |