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 7-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 | $2,213 | $92,703-97.6% | $82,719-97.3% | $134,475-98.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -41.29% | 944.92%-986.2pp | 701.18%-742.5pp | 417.96%-459.2pp |
| Employer contribution / active EE | $545 | $3,274-83.4% | $3,009-81.9% | $4,740-88.5% |
| Participant deferral / active EE | $810 | $4,802-83.1% | $4,395-81.6% | $6,400-87.4% |
| Admin fee / account holder | $348 | $5,983-94.2% | $5,329-93.5% | $11,426-97.0% |