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 | $5,136 | $54,350-90.6% | $82,719-93.8% | $68,494-92.5% |
| Participation rate | 92.9% | 63.9%+28.9pp | 72.6%+20.3pp | 67.9%+25.0pp |
| Annual return | -22.82% | -13.67%-9.2pp | 701.18%-724.0pp | -7.84%-15.0pp |
| Employer contribution / active EE | $98 | $2,218-95.6% | $3,009-96.8% | $2,596-96.2% |
| Participant deferral / active EE | $3,395 | $3,246+4.6% | $4,395-22.8% | $4,027-15.7% |
| Admin fee / account holder | $1,567 | $4,395-64.3% | $5,329-70.6% | $5,403-71.0% |