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 | $9,670 | $57,354-83.1% | $83,848-88.5% | $64,186-84.9% |
| Participation rate | 98.1% | 68.6%+29.5pp | 76.1%+22.0pp | 69.6%+28.5pp |
| Annual return | -12.43% | 11.38%-23.8pp | 850.88%-863.3pp | 7.63%-20.1pp |
| Employer contribution / active EE | $732 | $2,545-71.2% | $3,631-79.8% | $2,381-69.3% |
| Participant deferral / active EE | $1,010 | $2,993-66.3% | $4,082-75.3% | $3,470-70.9% |
| Admin fee / account holder | $1,403 | $4,046-65.3% | $5,478-74.4% | $4,888-71.3% |