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 | $8,959 | $77,145-88.4% | $108,410-91.7% | $85,850-89.6% |
| Participation rate | 88.5% | 74.7%+13.8pp | 80.1%+8.3pp | 69.3%+19.1pp |
| Annual return | 12.04% | 44.54%-32.5pp | 905.27%-893.2pp | 318.53%-306.5pp |
| Employer contribution / active EE | $0 | $2,379-100.0% | $3,558-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $587 | $5,566-89.5% | $6,563-91.1% | $3,952-85.1% |
| Admin fee / account holder | $306 | $5,172-94.1% | $7,295-95.8% | $6,260-95.1% |