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 | $7,632 | $87,540-91.3% | $75,781-89.9% | $125,391-93.9% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | -7.15% | 13.48%-20.6pp | 9.68%-16.8pp | 282.22%-289.4pp |
| Employer contribution / active EE | $1,780 | $3,930-54.7% | $3,323-46.4% | $4,866-63.4% |
| Participant deferral / active EE | $54 | $4,229-98.7% | $3,651-98.5% | $5,352-99.0% |
| Admin fee / account holder | $1,055 | $6,502-83.8% | $5,299-80.1% | $9,540-88.9% |