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 | $6,262 | $65,561-90.4% | $86,188-92.7% | $75,163-91.7% |
| Participation rate | 95.7% | 60.5%+35.2pp | 69.0%+26.8pp | 67.2%+28.5pp |
| Annual return | 2.68% | 46.05%-43.4pp | 1168.45%-1165.8pp | 160.62%-157.9pp |
| Employer contribution / active EE | $567 | $1,553-63.5% | $2,380-76.2% | $2,670-78.8% |
| Participant deferral / active EE | $842 | $3,024-72.1% | $3,985-78.9% | $4,125-79.6% |
| Admin fee / account holder | $1,669 | $5,474-69.5% | $6,852-75.6% | $5,651-70.5% |