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 | $2,195 | $76,000-97.1% | $154,107-98.6% | $64,186-96.6% |
| Participation rate | 75.9% | 70.4%+5.5pp | 83.0%-7.1pp | 69.6%+6.4pp |
| Annual return | -22.45% | 30.32%-52.8pp | 735.12%-757.6pp | 7.63%-30.1pp |
| Employer contribution / active EE | $1,420 | $3,351-57.6% | $5,298-73.2% | $2,381-40.4% |
| Participant deferral / active EE | $415 | $3,175-86.9% | $5,081-91.8% | $3,470-88.0% |
| Admin fee / account holder | $394 | $5,596-93.0% | $13,411-97.1% | $4,888-91.9% |