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 | $15,976 | $126,574-87.4% | $106,213-85.0% | $145,922-89.1% |
| Participation rate | 92.9% | 77.6%+15.2pp | 75.3%+17.6pp | 80.3%+12.6pp |
| Annual return | -20.79% | 224.79%-245.6pp | 116.14%-136.9pp | 561.29%-582.1pp |
| Employer contribution / active EE | $1,262 | $3,730-66.2% | $3,171-60.2% | $4,660-72.9% |
| Participant deferral / active EE | $1,421 | $5,724-75.2% | $5,016-71.7% | $6,688-78.7% |
| Admin fee / account holder | $850 | $17,304-95.1% | $11,033-92.3% | $13,397-93.7% |