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 | $6,963 | $82,664-91.6% | $125,339-94.4% | $68,494-89.8% |
| Participation rate | 97.5% | 75.0%+22.5pp | 82.4%+15.1pp | 67.9%+29.6pp |
| Annual return | -19.80% | -5.97%-13.8pp | 572.05%-591.9pp | -7.84%-12.0pp |
| Employer contribution / active EE | $1,871 | $3,381-44.7% | $4,814-61.1% | $2,596-27.9% |
| Participant deferral / active EE | $2,110 | $6,110-65.5% | $7,446-71.7% | $4,027-47.6% |
| Admin fee / account holder | $303 | $6,275-95.2% | $10,010-97.0% | $5,403-94.4% |