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 | $11,005 | $76,000-85.5% | $154,107-92.9% | $64,186-82.9% |
| Participation rate | 81.0% | 70.4%+10.5pp | 83.0%-2.1pp | 69.6%+11.4pp |
| Annual return | -10.33% | 30.32%-40.6pp | 735.12%-745.4pp | 7.63%-18.0pp |
| Employer contribution / active EE | $910 | $3,351-72.8% | $5,298-82.8% | $2,381-61.8% |
| Participant deferral / active EE | $759 | $3,175-76.1% | $5,081-85.1% | $3,470-78.1% |
| Admin fee / account holder | $787 | $5,596-85.9% | $13,411-94.1% | $4,888-83.9% |