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 6-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 | $8,225 | $71,883-88.6% | $86,677-90.5% | $68,494-88.0% |
| Participation rate | 78.6% | 72.2%+6.3pp | 76.6%+2.0pp | 67.9%+10.7pp |
| Annual return | -21.81% | 3.52%-25.3pp | 35.91%-57.7pp | -7.84%-14.0pp |
| Employer contribution / active EE | $412 | $2,173-81.0% | $2,836-85.5% | $2,596-84.1% |
| Participant deferral / active EE | $2,313 | $3,779-38.8% | $4,656-50.3% | $4,027-42.6% |
| Admin fee / account holder | $4,053 | $6,112-33.7% | $7,493-45.9% | $5,403-25.0% |