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 | $4,668 | $49,177-90.5% | $79,464-94.1% | $64,186-92.7% |
| Participation rate | 79.6% | 65.0%+14.6pp | 73.3%+6.2pp | 69.6%+10.0pp |
| Annual return | -8.91% | -1.16%-7.8pp | 718.14%-727.1pp | 7.63%-16.5pp |
| Employer contribution / active EE | $837 | $2,076-59.7% | $2,800-70.1% | $2,381-64.9% |
| Participant deferral / active EE | $451 | $2,821-84.0% | $3,704-87.8% | $3,470-87.0% |
| Admin fee / account holder | $474 | $3,839-87.6% | $5,113-90.7% | $4,888-90.3% |