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 7-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 | $8,290 | $90,519-90.8% | $93,789-91.2% | $134,475-93.8% |
| Participation rate | 71.4% | 82.0%-10.5pp | 81.0%-9.5pp | 81.2%-9.8pp |
| Annual return | -23.35% | -15.72%-7.6pp | -11.33%-12.0pp | 417.96%-441.3pp |
| Employer contribution / active EE | $0 | $4,343-100.0% | $4,323-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $2,474 | $5,978-58.6% | $6,094-59.4% | $6,400-61.3% |
| Admin fee / account holder | $1,853 | $9,252-80.0% | $7,195-74.2% | $11,426-83.8% |