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 3-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 | $2,288 | $75,828-97.0% | $147,614-98.5% | $59,632-96.2% |
| Participation rate | 94.6% | 71.6%+23.0pp | 84.6%+10.0pp | 68.7%+25.9pp |
| Annual return | -5.44% | 0.37%-5.8pp | 61.98%-67.4pp | 2041.28%-2046.7pp |
| Employer contribution / active EE | $188 | $3,485-94.6% | $5,564-96.6% | $2,203-91.5% |
| Participant deferral / active EE | $0 | $3,130-100.0% | $4,895-100.0% | $3,192-100.0% |
| Admin fee / account holder | $434 | $5,985-92.8% | $11,611-96.3% | $4,297-89.9% |