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 4-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 | $5,815 | $102,317-94.3% | $146,958-96.0% | $80,856-92.8% |
| Participation rate | 84.5% | 75.8%+8.7pp | 82.2%+2.4pp | 67.6%+16.9pp |
| Annual return | -125.82% | 134.76%-260.6pp | 418.34%-544.2pp | 35.59%-161.4pp |
| Employer contribution / active EE | $20,006 | $3,713+438.8% | $4,933+305.6% | $2,755+626.2% |
| Participant deferral / active EE | $0 | $6,644-100.0% | $8,070-100.0% | $4,296-100.0% |
| Admin fee / account holder | $11,664 | $7,941+46.9% | $12,998-10.3% | $6,918+68.6% |