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 | $1,913 | $83,337-97.7% | $67,834-97.2% | $273,961-99.3% |
| Participation rate | 77.8% | 76.4%+1.3pp | 68.8%+9.0pp | 83.0%-5.2pp |
| Annual return | -8.64% | 259.45%-268.1pp | 138.47%-147.1pp | 41.45%-50.1pp |
| Employer contribution / active EE | $0 | $3,287-100.0% | $2,403-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $558 | $4,088-86.4% | $3,160-82.4% | $5,287-89.5% |
| Admin fee / account holder | $1,146 | $6,752-83.0% | $4,622-75.2% | $10,132-88.7% |