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 7-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 | $9,049 | $64,707-86.0% | $112,228-91.9% | $68,494-86.8% |
| Participation rate | 93.5% | 67.2%+26.4pp | 75.1%+18.5pp | 67.9%+25.7pp |
| Annual return | -21.91% | -11.40%-10.5pp | 27.45%-49.4pp | -7.84%-14.1pp |
| Employer contribution / active EE | $1,484 | $2,746-46.0% | $3,635-59.2% | $2,596-42.9% |
| Participant deferral / active EE | $994 | $3,565-72.1% | $4,728-79.0% | $4,027-75.3% |
| Admin fee / account holder | $742 | $5,232-85.8% | $6,410-88.4% | $5,403-86.3% |