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 | $3,290 | $85,202-96.1% | $172,739-98.1% | $72,985-95.5% |
| Participation rate | 92.2% | 70.1%+22.1pp | 82.6%+9.5pp | 69.5%+22.7pp |
| Annual return | 0.38% | 27.32%-26.9pp | 802.84%-802.5pp | 81.00%-80.6pp |
| Employer contribution / active EE | $1,231 | $3,324-63.0% | $5,143-76.1% | $2,440-49.6% |
| Participant deferral / active EE | $54 | $3,260-98.4% | $5,198-99.0% | $3,607-98.5% |
| Admin fee / account holder | $358 | $5,884-93.9% | $13,954-97.4% | $5,124-93.0% |