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.
Participant 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 | $7,777 | $42,383-81.7% | $76,523-89.8% | $64,186-87.9% |
| Participation rate | 96.5% | 58.1%+38.4pp | 68.0%+28.5pp | 69.6%+26.9pp |
| Annual return | -10.65% | -16.54%+5.9pp | -0.27%-10.4pp | 7.63%-18.3pp |
| Employer contribution / active EE | $5,220 | $1,563+233.9% | $2,647+97.2% | $2,381+119.3% |
| Participant deferral / active EE | $0 | $2,566-100.0% | $3,835-100.0% | $3,470-100.0% |
| Admin fee / account holder | $2,849 | $3,198-10.9% | $4,848-41.2% | $4,888-41.7% |