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 | $21,562 | $58,828-63.3% | $77,999-72.4% | $62,891-65.7% |
| Participation rate | 98.4% | 71.1%+27.4pp | 75.5%+22.9pp | 69.3%+29.1pp |
| Annual return | -27.73% | 17.16%-44.9pp | 425.96%-453.7pp | 20.14%-47.9pp |
| Employer contribution / active EE | $8,211 | $1,672+391.2% | $2,470+232.4% | $2,281+260.0% |
| Participant deferral / active EE | $0 | $2,686-100.0% | $3,497-100.0% | $3,203-100.0% |
| Admin fee / account holder | $3,964 | $4,393-9.8% | $5,480-27.7% | $4,296-7.7% |