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 | $4,819 | $72,396-93.3% | $67,511-92.9% | $145,959-96.7% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 1.02% | 7194.07%-7193.1pp | 3517.41%-3516.4pp | 561.95%-560.9pp |
| Employer contribution / active EE | $1,100 | $3,071-64.2% | $2,733-59.7% | $4,661-76.4% |
| Participant deferral / active EE | $720 | $4,781-84.9% | $4,000-82.0% | $6,689-89.2% |
| Admin fee / account holder | $51,395 | $5,538+828.0% | $3,999+1185.3% | $13,398+283.6% |