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 4-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 | $5,931 | $42,894-86.2% | $60,874-90.3% | $68,494-91.3% |
| Participation rate | 93.3% | 66.8%+26.5pp | 73.1%+20.2pp | 67.9%+25.4pp |
| Annual return | -19.33% | -13.98%-5.3pp | 16.90%-36.2pp | -7.84%-11.5pp |
| Employer contribution / active EE | $10 | $1,978-99.5% | $2,701-99.6% | $2,596-99.6% |
| Participant deferral / active EE | $2,743 | $2,867-4.3% | $3,817-28.1% | $4,027-31.9% |
| Admin fee / account holder | $391 | $3,101-87.4% | $3,224-87.9% | $5,403-92.8% |