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 8-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 | $4,495 | $138,065-96.7% | $123,544-96.4% | $135,375-96.7% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -19.32% | 153.68%-173.0pp | 119.20%-138.5pp | 519.73%-539.1pp |
| Employer contribution / active EE | $742 | $5,151-85.6% | $4,628-84.0% | $4,779-84.5% |
| Participant deferral / active EE | $3,074 | $6,799-54.8% | $6,426-52.2% | $5,609-45.2% |
| Admin fee / account holder | $740 | $10,916-93.2% | $9,284-92.0% | $10,827-93.2% |