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 | $9,821 | $99,640-90.1% | $86,436-88.6% | $134,475-92.7% |
| Participation rate | 73.9% | 82.0%-8.1pp | 80.3%-6.4pp | 81.2%-7.3pp |
| Annual return | -22.98% | 6782.58%-6805.6pp | 4394.89%-4417.9pp | 417.96%-440.9pp |
| Employer contribution / active EE | $0 | $4,400-100.0% | $3,769-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $6,414 | $7,246-11.5% | $6,952-7.7% | $6,400+0.2% |
| Admin fee / account holder | $1,092 | $8,371-87.0% | $6,731-83.8% | $11,426-90.4% |