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 | $3,522 | $63,442-94.4% | $68,791-94.9% | $66,914-94.7% |
| Participation rate | 91.7% | 60.0%+31.8pp | 69.0%+22.7pp | 69.8%+21.9pp |
| Annual return | -20.26% | -8.29%-12.0pp | -6.38%-13.9pp | 1.58%-21.8pp |
| Employer contribution / active EE | $278 | $1,775-84.3% | $2,655-89.5% | $2,544-89.1% |
| Participant deferral / active EE | $1,498 | $2,945-49.1% | $3,941-62.0% | $4,237-64.6% |
| Admin fee / account holder | $323 | $577-44.0% | $4,932-93.4% | $593-45.5% |