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 8-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 | $11,402 | $100,754-88.7% | $86,677-86.8% | $134,475-91.5% |
| Participation rate | 76.2% | 78.9%-2.7pp | 76.6%-0.4pp | 81.2%-5.0pp |
| Annual return | -23.43% | 29.04%-52.5pp | 35.91%-59.3pp | 417.96%-441.4pp |
| Employer contribution / active EE | $1,375 | $3,489-60.6% | $2,836-51.5% | $4,740-71.0% |
| Participant deferral / active EE | $1,555 | $5,338-70.9% | $4,656-66.6% | $6,400-75.7% |
| Admin fee / account holder | $440 | $10,926-96.0% | $7,493-94.1% | $11,426-96.2% |