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 | $13,918 | $99,341-86.0% | $84,750-83.6% | $273,961-94.9% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | -4.05% | 22.93%-27.0pp | 22.78%-26.8pp | 41.45%-45.5pp |
| Employer contribution / active EE | $3,320 | $4,214-21.2% | $3,574-7.1% | $4,869-31.8% |
| Participant deferral / active EE | $9 | $4,269-99.8% | $3,712-99.8% | $5,287-99.8% |
| Admin fee / account holder | $637 | $6,644-90.4% | $5,332-88.1% | $10,132-93.7% |