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 9-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 | $5,881 | $138,065-95.7% | $123,544-95.2% | $135,375-95.7% |
| Participation rate | 82.6% | 84.7%-2.1pp | 82.3%+0.3pp | 82.6%0pp |
| Annual return | -131.80% | 153.68%-285.5pp | 119.20%-251.0pp | 519.73%-651.5pp |
| Employer contribution / active EE | $165 | $5,151-96.8% | $4,628-96.4% | $4,779-96.5% |
| Participant deferral / active EE | $5,677 | $6,799-16.5% | $6,426-11.6% | $5,609+1.2% |
| Admin fee / account holder | $409 | $10,916-96.3% | $9,284-95.6% | $10,827-96.2% |