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 | $3,181 | $90,519-96.5% | $93,789-96.6% | $134,475-97.6% |
| Participation rate | 77.8% | 82.0%-4.2pp | 81.0%-3.2pp | 81.2%-3.4pp |
| Annual return | -39.19% | -15.72%-23.5pp | -11.33%-27.9pp | 417.96%-457.1pp |
| Employer contribution / active EE | $317 | $4,343-92.7% | $4,323-92.7% | $4,740-93.3% |
| Participant deferral / active EE | $3,609 | $5,978-39.6% | $6,094-40.8% | $6,400-43.6% |
| Admin fee / account holder | $945 | $9,252-89.8% | $7,195-86.9% | $11,426-91.7% |