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 3-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 | $529 | $30,400-98.3% | $53,898-99.0% | $84,808-99.4% |
| Participation rate | 79.7% | 46.4%+33.3pp | 55.0%+24.7pp | 68.3%+11.4pp |
| Annual return | 1.56% | 500.19%-498.6pp | 528.60%-527.0pp | 40.90%-39.3pp |
| Employer contribution / active EE | $0 | $603-100.0% | $932-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $43 | $1,199-96.4% | $1,826-97.6% | $4,212-99.0% |
| Admin fee / account holder | $1,376 | $1,993-31.0% | $2,491-44.8% | $7,344-81.3% |