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 | $8,056 | $115,770-93.0% | $101,248-92.0% | $158,922-94.9% |
| Participation rate | 70.0% | 79.4%-9.4pp | 75.8%-5.8pp | 82.0%-12.0pp |
| Annual return | 4.97% | 56.14%-51.2pp | 46.47%-41.5pp | 302.83%-297.9pp |
| Employer contribution / active EE | $1,914 | $4,175-54.2% | $3,660-47.7% | $4,761-59.8% |
| Participant deferral / active EE | $387 | $4,957-92.2% | $4,370-91.1% | $5,982-93.5% |
| Admin fee / account holder | $1,453 | $7,245-79.9% | $5,945-75.6% | $11,246-87.1% |