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 | $3,608 | $100,852-96.4% | $90,404-96.0% | $158,922-97.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 1.21% | 1724.20%-1723.0pp | 1293.02%-1291.8pp | 302.83%-301.6pp |
| Employer contribution / active EE | $540 | $3,689-85.4% | $3,262-83.5% | $4,761-88.7% |
| Participant deferral / active EE | $719 | $4,348-83.5% | $3,963-81.8% | $5,982-88.0% |
| Admin fee / account holder | $5,357 | $6,501-17.6% | $5,611-4.5% | $11,246-52.4% |