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 | $5,775 | $42,894-86.5% | $60,874-90.5% | $68,494-91.6% |
| Participation rate | 70.0% | 66.8%+3.2pp | 73.1%-3.1pp | 67.9%+2.1pp |
| Annual return | -21.72% | -13.98%-7.7pp | 16.90%-38.6pp | -7.84%-13.9pp |
| Employer contribution / active EE | $298 | $1,978-84.9% | $2,701-89.0% | $2,596-88.5% |
| Participant deferral / active EE | $2,401 | $2,867-16.2% | $3,817-37.1% | $4,027-40.4% |
| Admin fee / account holder | $405 | $3,101-87.0% | $3,224-87.5% | $5,403-92.5% |