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 | $3,337 | $81,632-95.9% | $70,449-95.3% | $158,922-97.9% |
| Participation rate | 81.3% | 77.7%+3.5pp | 75.1%+6.2pp | 82.0%-0.7pp |
| Annual return | -3.86% | 208.40%-212.3pp | 109.03%-112.9pp | 302.83%-306.7pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $2,737-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $800 | $4,554-82.4% | $3,709-78.4% | $5,982-86.6% |
| Admin fee / account holder | $3,667 | $6,193-40.8% | $3,845-4.6% | $11,246-67.4% |