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 | $672 | $72,071-99.1% | $68,368-99.0% | $137,256-99.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | -25.64% | 353.14%-378.8pp | 292.57%-318.2pp | 220.34%-246.0pp |
| Employer contribution / active EE | $356 | $2,788-87.2% | $2,649-86.6% | $4,156-91.4% |
| Participant deferral / active EE | $3,720 | $4,410-15.6% | $4,123-9.8% | $6,407-41.9% |
| Admin fee / account holder | $80,562 | $5,336+1409.9% | $5,150+1464.4% | $12,270+556.6% |