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 5-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 | $942 | $108,919-99.1% | $100,391-99.1% | $145,922-99.4% |
| Participation rate | 87.5% | 82.9%+4.6pp | 81.5%+6.0pp | 80.3%+7.2pp |
| Annual return | 8.86% | 57.88%-49.0pp | 49.20%-40.3pp | 561.29%-552.4pp |
| Employer contribution / active EE | $516 | $4,419-88.3% | $3,942-86.9% | $4,660-88.9% |
| Participant deferral / active EE | $525 | $8,445-93.8% | $8,082-93.5% | $6,688-92.2% |
| Admin fee / account holder | $740 | $9,689-92.4% | $7,899-90.6% | $13,397-94.5% |