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 | $9,525 | $89,769-89.4% | $76,768-87.6% | - |
| Participation rate | 94.9% | 75.1%+19.9pp | 77.0%+18.0pp | - |
| Annual return | -10.06% | -5.73%-4.3pp | 2.43%-12.5pp | - |
| Employer contribution / active EE | $800 | $1,505-46.8% | $2,485-67.8% | - |
| Participant deferral / active EE | $2,241 | $3,196-29.9% | $3,852-41.8% | - |
| Admin fee / account holder | $320 | $4,068-92.1% | $6,675-95.2% | - |