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 | $5,470 | $44,850-87.8% | $60,547-91.0% | $59,632-90.8% |
| Participation rate | 83.9% | 59.5%+24.4pp | 68.0%+15.9pp | 68.7%+15.2pp |
| Annual return | -3.17% | 1074.14%-1077.3pp | 335.64%-338.8pp | 2041.28%-2044.5pp |
| Employer contribution / active EE | $982 | $1,462-32.9% | $2,419-59.4% | $2,203-55.4% |
| Participant deferral / active EE | $517 | $2,230-76.8% | $3,328-84.5% | $3,192-83.8% |
| Admin fee / account holder | $588 | $3,635-83.8% | $4,536-87.0% | $4,297-86.3% |