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 | $11,566 | $79,013-85.4% | $100,391-88.5% | $74,495-84.5% |
| Participation rate | 100.0% | 79.5%+20.5pp | 81.5%+18.5pp | 67.2%+32.8pp |
| Annual return | -47.11% | 20.41%-67.5pp | 49.20%-96.3pp | 1364.94%-1412.1pp |
| Employer contribution / active EE | $1,074 | $3,021-64.5% | $3,942-72.8% | $2,623-59.1% |
| Participant deferral / active EE | $1,852 | $7,760-76.1% | $8,082-77.1% | $4,346-57.4% |
| Admin fee / account holder | $582 | $1,320-55.9% | $7,899-92.6% | $1,942-70.0% |