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 | $1,501 | $25,014-94.0% | $69,647-97.8% | $80,856-98.1% |
| Participation rate | 76.4% | 64.2%+12.1pp | 66.5%+9.9pp | 67.6%+8.8pp |
| Annual return | -16.24% | 19.07%-35.3pp | 100.48%-116.7pp | 35.59%-51.8pp |
| Employer contribution / active EE | $213 | $993-78.5% | $1,712-87.5% | $2,755-92.3% |
| Participant deferral / active EE | $848 | $1,839-53.9% | $2,886-70.6% | $4,296-80.3% |
| Admin fee / account holder | $583 | $2,488-76.6% | $4,713-87.6% | $6,918-91.6% |