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 | $6,776 | $172,111-96.1% | $150,298-95.5% | $137,256-95.1% |
| Participation rate | 85.7% | 81.7%+4.0pp | 77.8%+8.0pp | 80.0%+5.8pp |
| Annual return | -164.27% | 69.37%-233.6pp | 62.79%-227.1pp | 220.34%-384.6pp |
| Employer contribution / active EE | $160 | $4,636-96.5% | $4,154-96.1% | $4,156-96.1% |
| Participant deferral / active EE | $7,195 | $6,166+16.7% | $5,453+32.0% | $6,407+12.3% |
| Admin fee / account holder | $2,813 | $16,471-82.9% | $14,116-80.1% | $12,270-77.1% |