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 7-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 | $17,413 | $65,561-73.4% | $86,188-79.8% | $75,163-76.8% |
| Participation rate | 95.7% | 60.5%+35.2pp | 69.0%+26.7pp | 67.2%+28.5pp |
| Annual return | -9.10% | 46.05%-55.2pp | 1168.45%-1177.6pp | 160.62%-169.7pp |
| Employer contribution / active EE | $3,804 | $1,553+145.0% | $2,380+59.8% | $2,670+42.5% |
| Participant deferral / active EE | $0 | $3,024-100.0% | $3,985-100.0% | $4,125-100.0% |
| Admin fee / account holder | $1,251 | $5,474-77.1% | $6,852-81.7% | $5,651-77.9% |