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 4-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 | $1,787 | $118,427-98.5% | $66,042-97.3% | $142,382-98.7% |
| Participation rate | 90.9% | 68.1%+22.8pp | 67.5%+23.4pp | 80.1%+10.8pp |
| Annual return | -26.24% | 35.57%-61.8pp | 52.11%-78.3pp | 217.08%-243.3pp |
| Employer contribution / active EE | $0 | $2,570-100.0% | $1,579-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $671 | $4,311-84.4% | $2,835-76.4% | $6,507-89.7% |
| Admin fee / account holder | $721 | $9,593-92.5% | $5,747-87.4% | $12,624-94.3% |