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 10-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 | $2,645 | $49,177-94.6% | $79,464-96.7% | $64,186-95.9% |
| Participation rate | 88.9% | 65.0%+23.9pp | 73.3%+15.5pp | 69.6%+19.3pp |
| Annual return | -8.57% | -1.16%-7.4pp | 718.14%-726.7pp | 7.63%-16.2pp |
| Employer contribution / active EE | $185 | $2,076-91.1% | $2,800-93.4% | $2,381-92.2% |
| Participant deferral / active EE | $1,053 | $2,821-62.7% | $3,704-71.6% | $3,470-69.6% |
| Admin fee / account holder | $733 | $3,839-80.9% | $5,113-85.7% | $4,888-85.0% |