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 10-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 | $6,071 | $112,096-94.6% | $95,952-93.7% | $158,922-96.2% |
| Participation rate | 73.3% | 79.0%-5.6pp | 77.1%-3.7pp | 82.0%-8.6pp |
| Annual return | -2.12% | 171.09%-173.2pp | 91.61%-93.7pp | 302.83%-304.9pp |
| Employer contribution / active EE | $0 | $3,198-100.0% | $2,541-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $2,277 | $4,784-52.4% | $4,167-45.4% | $5,982-61.9% |
| Admin fee / account holder | $2,577 | $10,130-74.6% | $6,795-62.1% | $11,246-77.1% |