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 4-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 | $1,611 | $102,604-98.4% | $86,188-98.1% | $139,434-98.8% |
| Participation rate | 86.7% | 74.5%+12.2pp | 69.0%+17.7pp | 80.3%+6.3pp |
| Annual return | -49.44% | 1922.51%-1971.9pp | 1168.45%-1217.9pp | 372.94%-422.4pp |
| Employer contribution / active EE | $806 | $3,032-73.4% | $2,380-66.1% | $4,751-83.0% |
| Participant deferral / active EE | $657 | $4,676-85.9% | $3,985-83.5% | $6,710-90.2% |
| Admin fee / account holder | $752 | $8,657-91.3% | $6,852-89.0% | $11,403-93.4% |