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 | $4,886 | $58,083-91.6% | $80,019-93.9% | $56,287-91.3% |
| Participation rate | 100.0% | 73.6%+26.4pp | 75.8%+24.2pp | 69.9%+30.1pp |
| Annual return | -16.47% | 34.61%-51.1pp | 11.22%-27.7pp | -9.96%-6.5pp |
| Employer contribution / active EE | $1,726 | $1,932-10.7% | $2,468-30.1% | $2,111-18.2% |
| Participant deferral / active EE | $1,055 | $3,135-66.4% | $3,686-71.4% | $3,350-68.5% |
| Admin fee / account holder | $310 | $623-50.2% | $6,521-95.2% | $521-40.4% |