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 8-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 | $2,659 | $58,208-95.4% | $81,812-96.8% | $80,856-96.7% |
| Participation rate | 83.3% | 63.4%+19.9pp | 72.3%+11.0pp | 67.6%+15.7pp |
| Annual return | -7.83% | 41.66%-49.5pp | 773.79%-781.6pp | 35.59%-43.4pp |
| Employer contribution / active EE | $362 | $2,340-84.5% | $2,912-87.6% | $2,755-86.9% |
| Participant deferral / active EE | $530 | $3,281-83.8% | $4,319-87.7% | $4,296-87.7% |
| Admin fee / account holder | $475 | $4,981-90.5% | $7,386-93.6% | $6,918-93.1% |