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 3-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 | $385 | $81,625-99.5% | $58,482-99.3% | $139,434-99.7% |
| Participation rate | 93.3% | 61.3%+32.0pp | 50.9%+42.5pp | 80.3%+13.0pp |
| Annual return | -18.84% | 7404.20%-7423.0pp | 4239.32%-4258.2pp | 372.94%-391.8pp |
| Employer contribution / active EE | $0 | $1,398-100.0% | $1,053-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $551 | $2,557-78.4% | $1,924-71.4% | $6,710-91.8% |
| Admin fee / account holder | $372 | $3,265-88.6% | $2,516-85.2% | $11,403-96.7% |