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 | $3,680 | $46,674-92.1% | $117,472-96.9% | $68,494-94.6% |
| Participation rate | 73.7% | 56.8%+16.9pp | 70.6%+3.1pp | 67.9%+5.8pp |
| Annual return | -22.85% | -14.52%-8.3pp | 29.74%-52.6pp | -7.84%-15.0pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $4,176-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,651 | $2,636-37.4% | $4,070-59.4% | $4,027-59.0% |
| Admin fee / account holder | $467 | $4,020-88.4% | $5,645-91.7% | $5,403-91.4% |