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 5-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 | $6,795 | $59,107-88.5% | $86,436-92.1% | $68,494-90.1% |
| Participation rate | 81.0% | 75.2%+5.7pp | 80.3%+0.6pp | 67.9%+13.1pp |
| Annual return | -56.50% | -0.23%-56.3pp | 4394.89%-4451.4pp | -7.84%-48.7pp |
| Employer contribution / active EE | $0 | $2,519-100.0% | $3,769-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $7,038 | $5,901+19.3% | $6,952+1.2% | $4,027+74.8% |
| Admin fee / account holder | $408 | $5,637-92.8% | $6,731-93.9% | $5,403-92.5% |