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 | $4,734 | $56,060-91.6% | $76,002-93.8% | $80,874-94.1% |
| Participation rate | 73.0% | 62.0%+10.9pp | 69.1%+3.9pp | 67.6%+5.3pp |
| Annual return | 2.29% | 20.54%-18.2pp | 360.07%-357.8pp | 35.62%-33.3pp |
| Employer contribution / active EE | $0 | $1,873-100.0% | $2,688-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,452 | $3,051-52.4% | $4,257-65.9% | $4,297-66.2% |
| Admin fee / account holder | $472 | $5,237-91.0% | $6,414-92.6% | $6,935-93.2% |