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 4-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 | $8,166 | $79,013-89.7% | $100,391-91.9% | $74,495-89.0% |
| Participation rate | 100.0% | 79.5%+20.5pp | 81.5%+18.5pp | 67.2%+32.8pp |
| Annual return | -42.33% | 20.41%-62.7pp | 49.20%-91.5pp | 1364.94%-1407.3pp |
| Employer contribution / active EE | $1,230 | $3,021-59.3% | $3,942-68.8% | $2,623-53.1% |
| Participant deferral / active EE | $1,619 | $7,760-79.1% | $8,082-80.0% | $4,346-62.7% |
| Admin fee / account holder | $662 | $1,320-49.8% | $7,899-91.6% | $1,942-65.9% |