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 9-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 | $6,729 | $69,518-90.3% | $59,878-88.8% | $135,375-95.0% |
| Participation rate | 76.9% | 77.8%-0.9pp | 74.7%+2.2pp | 82.6%-5.7pp |
| Annual return | -11.76% | 7.94%-19.7pp | 3.46%-15.2pp | 519.73%-531.5pp |
| Employer contribution / active EE | $138 | $3,235-95.7% | $2,722-94.9% | $4,779-97.1% |
| Participant deferral / active EE | $1,767 | $4,206-58.0% | $3,402-48.1% | $5,609-68.5% |
| Admin fee / account holder | $414 | $5,734-92.8% | $3,590-88.5% | $10,827-96.2% |