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 | $5,874 | $71,050-91.7% | $93,606-93.7% | $80,856-92.7% |
| Participation rate | 100.0% | 60.4%+39.6pp | 68.7%+31.3pp | 67.6%+32.4pp |
| Annual return | -2.56% | 11.26%-13.8pp | 133.20%-135.8pp | 35.59%-38.2pp |
| Employer contribution / active EE | $816 | $1,564-47.8% | $2,420-66.3% | $2,755-70.4% |
| Participant deferral / active EE | $1,190 | $4,034-70.5% | $4,411-73.0% | $4,296-72.3% |
| Admin fee / account holder | $1,437 | $6,945-79.3% | $8,285-82.7% | $6,918-79.2% |