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 | $4,250 | $59,107-92.8% | $86,436-95.1% | $68,494-93.8% |
| Participation rate | 74.1% | 75.2%-1.2pp | 80.3%-6.2pp | 67.9%+6.2pp |
| Annual return | -26.55% | -0.23%-26.3pp | 4394.89%-4421.4pp | -7.84%-18.7pp |
| Employer contribution / active EE | $0 | $2,519-100.0% | $3,769-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,994 | $5,901-32.3% | $6,952-42.5% | $4,027-0.8% |
| Admin fee / account holder | $434 | $5,637-92.3% | $6,731-93.5% | $5,403-92.0% |