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 9-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 | $18,407 | $135,635-86.4% | $110,238-83.3% | $135,375-86.4% |
| Participation rate | 93.3% | 83.5%+9.9pp | 79.8%+13.5pp | 82.6%+10.7pp |
| Annual return | -10.08% | 513.19%-523.3pp | 314.74%-324.8pp | 519.73%-529.8pp |
| Employer contribution / active EE | $1,679 | $4,906-65.8% | $3,826-56.1% | $4,779-64.9% |
| Participant deferral / active EE | $1,081 | $5,506-80.4% | $4,672-76.9% | $5,609-80.7% |
| Admin fee / account holder | $663 | $11,457-94.2% | $8,547-92.2% | $10,827-93.9% |