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 | $4,384 | $64,707-93.2% | $112,228-96.1% | $68,494-93.6% |
| Participation rate | 87.9% | 67.2%+20.7pp | 75.1%+12.8pp | 67.9%+20.0pp |
| Annual return | -20.99% | -11.40%-9.6pp | 27.45%-48.4pp | -7.84%-13.1pp |
| Employer contribution / active EE | $253 | $2,746-90.8% | $3,635-93.1% | $2,596-90.3% |
| Participant deferral / active EE | $2,257 | $3,565-36.7% | $4,728-52.3% | $4,027-44.0% |
| Admin fee / account holder | $524 | $5,232-90.0% | $6,410-91.8% | $5,403-90.3% |