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 7-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 | $4,536 | $69,010-93.4% | $159,960-97.2% | $68,494-93.4% |
| Participation rate | 77.8% | 65.4%+12.4pp | 78.0%-0.2pp | 67.9%+9.9pp |
| Annual return | -19.50% | -9.65%-9.9pp | 408.60%-428.1pp | -7.84%-11.7pp |
| Employer contribution / active EE | $801 | $2,213-63.8% | $4,226-81.1% | $2,596-69.2% |
| Participant deferral / active EE | $1,373 | $4,212-67.4% | $6,182-77.8% | $4,027-65.9% |
| Admin fee / account holder | $1,437 | $4,798-70.1% | $8,698-83.5% | $5,403-73.4% |