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 | $13,317 | $48,570-72.6% | $130,648-89.8% | $72,985-81.8% |
| Participation rate | 100.0% | 58.6%+41.4pp | 71.7%+28.3pp | 69.5%+30.5pp |
| Annual return | 10.65% | 38.63%-28.0pp | 1708.96%-1698.3pp | 81.00%-70.4pp |
| Employer contribution / active EE | $1,035 | $1,334-22.4% | $4,092-74.7% | $2,440-57.6% |
| Participant deferral / active EE | $2 | $2,384-99.9% | $3,603-99.9% | $3,607-99.9% |
| Admin fee / account holder | $5,568 | $3,549+56.9% | $5,464+1.9% | $5,124+8.7% |