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 | $414 | $67,823-99.4% | $52,425-99.2% | $137,256-99.7% |
| Participation rate | 94.4% | 63.9%+30.5pp | 55.6%+38.8pp | 80.0%+14.5pp |
| Annual return | -15.25% | 219.11%-234.4pp | 302.12%-317.4pp | 220.34%-235.6pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $914-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $504 | $2,288-78.0% | $1,790-71.9% | $6,407-92.1% |
| Admin fee / account holder | $380 | $2,844-86.7% | $2,495-84.8% | $12,270-96.9% |