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 9-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 | $3,264 | $57,354-94.3% | $83,848-96.1% | $64,186-94.9% |
| Participation rate | 80.6% | 68.6%+12.0pp | 76.1%+4.5pp | 69.6%+11.1pp |
| Annual return | -13.84% | 11.38%-25.2pp | 850.88%-864.7pp | 7.63%-21.5pp |
| Employer contribution / active EE | $893 | $2,545-64.9% | $3,631-75.4% | $2,381-62.5% |
| Participant deferral / active EE | $1,176 | $2,993-60.7% | $4,082-71.2% | $3,470-66.1% |
| Admin fee / account holder | $615 | $4,046-84.8% | $5,478-88.8% | $4,888-87.4% |