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 4-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 | $5,956 | $148,534-96.0% | $135,903-95.6% | $139,434-95.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | -26.23% | 79.19%-105.4pp | 68.23%-94.5pp | 372.94%-399.2pp |
| Employer contribution / active EE | $586 | $5,243-88.8% | $4,856-87.9% | $4,751-87.7% |
| Participant deferral / active EE | $3,113 | $8,100-61.6% | $7,758-59.9% | $6,710-53.6% |
| Admin fee / account holder | $2,406 | $12,400-80.6% | $10,762-77.6% | $11,403-78.9% |