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 | $2,909 | $76,000-96.2% | $154,107-98.1% | $64,186-95.5% |
| Participation rate | 86.2% | 70.4%+15.8pp | 83.0%+3.2pp | 69.6%+16.6pp |
| Annual return | -34.78% | 30.32%-65.1pp | 735.12%-769.9pp | 7.63%-42.4pp |
| Employer contribution / active EE | $345 | $3,351-89.7% | $5,298-93.5% | $2,381-85.5% |
| Participant deferral / active EE | $1,098 | $3,175-65.4% | $5,081-78.4% | $3,470-68.4% |
| Admin fee / account holder | $659 | $5,596-88.2% | $13,411-95.1% | $4,888-86.5% |