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 6-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.)
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 | $13,313 | $44,873-70.3% | $79,464-83.2% | $56,287-76.3% |
| Participation rate | 94.9% | 68.7%+26.2pp | 73.3%+21.6pp | 69.9%+25.1pp |
| Annual return | 0.00% | 0.81%-0.8pp | 718.14%-718.1pp | -9.96%+10.0pp |
| Employer contribution / active EE | $1,248 | $2,140-41.7% | $2,800-55.4% | $2,111-40.9% |
| Participant deferral / active EE | $0 | $2,746-100.0% | $3,704-100.0% | $3,350-100.0% |
| Admin fee / account holder | $740 | $418+76.9% | $5,113-85.5% | $521+42.1% |