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 | $9,318 | $57,354-83.8% | $83,848-88.9% | $64,186-85.5% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | -12.40% | 11.38%-23.8pp | 850.88%-863.3pp | 7.63%-20.0pp |
| Employer contribution / active EE | $3,947 | $2,545+55.1% | $3,631+8.7% | $2,381+65.8% |
| Participant deferral / active EE | $449 | $2,993-85.0% | $4,082-89.0% | $3,470-87.1% |
| Admin fee / account holder | $1,969 | $4,046-51.3% | $5,478-64.1% | $4,888-59.7% |