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 6-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 | $4,888 | $54,701-91.1% | $86,188-94.3% | $71,457-93.2% |
| Participation rate | 100.0% | 60.1%+39.9pp | 69.0%+31.0pp | 67.9%+32.1pp |
| Annual return | 12.52% | 20.06%-7.5pp | 1168.45%-1155.9pp | 28.85%-16.3pp |
| Employer contribution / active EE | $309 | $1,265-75.6% | $2,380-87.0% | $2,588-88.1% |
| Participant deferral / active EE | $1,050 | $3,108-66.2% | $3,985-73.6% | $4,289-75.5% |
| Admin fee / account holder | $704 | $1,922-63.4% | $6,852-89.7% | $1,587-55.6% |