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 | $8,540 | $90,503-90.6% | $78,689-89.1% | $273,961-96.9% |
| Participation rate | 75.0% | 76.5%-1.5pp | 73.6%+1.4pp | 83.0%-8.0pp |
| Annual return | -55.90% | 75.60%-131.5pp | 62.18%-118.1pp | 41.45%-97.4pp |
| Employer contribution / active EE | $178 | $3,176-94.4% | $2,851-93.8% | $4,869-96.3% |
| Participant deferral / active EE | $390 | $3,901-90.0% | $3,517-88.9% | $5,287-92.6% |
| Admin fee / account holder | $12,248 | $5,263+132.7% | $4,510+171.5% | $10,132+20.9% |