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 | $15,087 | $59,107-74.5% | $86,436-82.5% | $68,494-78.0% |
| Participation rate | 86.0% | 75.2%+10.7pp | 80.3%+5.6pp | 67.9%+18.1pp |
| Annual return | -19.85% | -0.23%-19.6pp | 4394.89%-4414.7pp | -7.84%-12.0pp |
| Employer contribution / active EE | -$11 | $2,519-100.4% | $3,769-100.3% | $2,596-100.4% |
| Participant deferral / active EE | $7,276 | $5,901+23.3% | $6,952+4.7% | $4,027+80.7% |
| Admin fee / account holder | $560 | $5,637-90.1% | $6,731-91.7% | $5,403-89.6% |