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 | $4,231 | $58,208-92.7% | $81,812-94.8% | $80,856-94.8% |
| Participation rate | 87.1% | 63.4%+23.7pp | 72.3%+14.8pp | 67.6%+19.5pp |
| Annual return | 5.90% | 41.66%-35.8pp | 773.79%-767.9pp | 35.59%-29.7pp |
| Employer contribution / active EE | $0 | $2,340-100.0% | $2,912-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $121 | $3,281-96.3% | $4,319-97.2% | $4,296-97.2% |
| Admin fee / account holder | $319 | $4,981-93.6% | $7,386-95.7% | $6,918-95.4% |