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 8-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 | $5,438 | $110,257-95.1% | $96,544-94.4% | $139,434-96.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | -9.27% | 26.32%-35.6pp | 25.84%-35.1pp | 372.94%-382.2pp |
| Employer contribution / active EE | $2,325 | $3,620-35.8% | $2,965-21.6% | $4,751-51.1% |
| Participant deferral / active EE | $1,114 | $5,548-79.9% | $4,851-77.0% | $6,710-83.4% |
| Admin fee / account holder | $501 | $11,591-95.7% | $8,252-93.9% | $11,403-95.6% |