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 | $4,711 | $77,813-93.9% | $123,544-96.2% | $64,186-92.7% |
| Participation rate | 88.9% | 74.7%+14.2pp | 82.3%+6.6pp | 69.6%+19.3pp |
| Annual return | -9.65% | 12.48%-22.1pp | 119.20%-128.8pp | 7.63%-17.3pp |
| Employer contribution / active EE | $554 | $3,014-81.6% | $4,628-88.0% | $2,381-76.7% |
| Participant deferral / active EE | $1,194 | $5,240-77.2% | $6,426-81.4% | $3,470-65.6% |
| Admin fee / account holder | $471 | $5,519-91.5% | $9,284-94.9% | $4,888-90.4% |