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 | $9,480 | $160,055-94.1% | $140,016-93.2% | $135,375-93.0% |
| Participation rate | 80.0% | 88.5%-8.5pp | 87.5%-7.5pp | 82.6%-2.6pp |
| Annual return | -74.57% | 911.38%-985.9pp | 651.12%-725.7pp | 519.73%-594.3pp |
| Employer contribution / active EE | $613 | $6,420-90.5% | $5,606-89.1% | $4,779-87.2% |
| Participant deferral / active EE | $6,918 | $7,642-9.5% | $6,927-0.1% | $5,609+23.3% |
| Admin fee / account holder | $310 | $13,328-97.7% | $10,705-97.1% | $10,827-97.1% |