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 3-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 | $2,305 | $111,724-97.9% | $93,606-97.5% | $145,922-98.4% |
| Participation rate | 95.5% | 74.2%+21.2pp | 68.7%+26.7pp | 80.3%+15.2pp |
| Annual return | 2.05% | 202.98%-200.9pp | 133.20%-131.1pp | 561.29%-559.2pp |
| Employer contribution / active EE | $936 | $3,090-69.7% | $2,420-61.3% | $4,660-79.9% |
| Participant deferral / active EE | $649 | $4,912-86.8% | $4,411-85.3% | $6,688-90.3% |
| Admin fee / account holder | $750 | $10,250-92.7% | $8,285-91.0% | $13,397-94.4% |