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 | $6,181 | $110,094-94.4% | $151,611-95.9% | $68,494-91.0% |
| Participation rate | 71.4% | 84.0%-12.5pp | 87.5%-16.1pp | 67.9%+3.5pp |
| Annual return | -28.13% | -10.12%-18.0pp | 3.33%-31.5pp | -7.84%-20.3pp |
| Employer contribution / active EE | $1,754 | $4,471-60.8% | $6,166-71.6% | $2,596-32.4% |
| Participant deferral / active EE | $2,282 | $6,527-65.0% | $8,363-72.7% | $4,027-43.3% |
| Admin fee / account holder | $475 | $7,719-93.8% | $11,616-95.9% | $5,403-91.2% |