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 | $1,446 | $172,111-99.2% | $150,298-99.0% | $137,256-98.9% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 4.85% | 69.37%-64.5pp | 62.79%-57.9pp | 220.34%-215.5pp |
| Employer contribution / active EE | $1,471 | $4,636-68.3% | $4,154-64.6% | $4,156-64.6% |
| Participant deferral / active EE | $660 | $6,166-89.3% | $5,453-87.9% | $6,407-89.7% |
| Admin fee / account holder | $56,553 | $16,471+243.3% | $14,116+300.6% | $12,270+360.9% |