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 6-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 | $3,895 | $54,229-92.8% | $70,092-94.4% | $68,494-94.3% |
| Participation rate | 100.0% | 64.5%+35.5pp | 70.5%+29.5pp | 67.9%+32.1pp |
| Annual return | -24.36% | -13.87%-10.5pp | 190.73%-215.1pp | -7.84%-16.5pp |
| Employer contribution / active EE | $1,367 | $2,018-32.2% | $2,559-46.6% | $2,596-47.3% |
| Participant deferral / active EE | $309 | $2,956-89.5% | $3,849-92.0% | $4,027-92.3% |
| Admin fee / account holder | $584 | $4,694-87.6% | $6,267-90.7% | $5,403-89.2% |