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.)
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 | $6,200 | $58,694-89.4% | $142,863-95.7% | $85,850-92.8% |
| Participation rate | 100.0% | 58.5%+41.5pp | 71.9%+28.1pp | 69.3%+30.7pp |
| Annual return | 19.87% | 27.72%-7.8pp | 5637.54%-5617.7pp | 318.53%-298.7pp |
| Employer contribution / active EE | $920 | $1,423-35.3% | $4,144-77.8% | $2,565-64.1% |
| Participant deferral / active EE | $8 | $2,607-99.7% | $3,837-99.8% | $3,952-99.8% |
| Admin fee / account holder | $573 | $4,239-86.5% | $6,560-91.3% | $6,260-90.8% |