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 | $8,543 | $72,012-88.1% | $185,823-95.4% | $79,858-89.3% |
| Participation rate | 88.5% | 65.8%+22.7pp | 78.0%+10.4pp | 69.6%+18.8pp |
| Annual return | -7.24% | 23.12%-30.4pp | 35.95%-43.2pp | 31.71%-39.0pp |
| Employer contribution / active EE | $0 | $1,965-100.0% | $4,087-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $713 | $3,779-81.1% | $5,632-87.3% | $3,740-80.9% |
| Admin fee / account holder | $1,678 | $4,513-62.8% | $9,500-82.3% | $5,306-68.4% |