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 | $7,847 | $57,354-86.3% | $83,848-90.6% | $64,186-87.8% |
| Participation rate | 89.4% | 68.6%+20.8pp | 76.1%+13.2pp | 69.6%+19.8pp |
| Annual return | -10.58% | 11.38%-22.0pp | 850.88%-861.5pp | 7.63%-18.2pp |
| Employer contribution / active EE | $4,673 | $2,545+83.6% | $3,631+28.7% | $2,381+96.3% |
| Participant deferral / active EE | $198 | $2,993-93.4% | $4,082-95.2% | $3,470-94.3% |
| Admin fee / account holder | $2,910 | $4,046-28.1% | $5,478-46.9% | $4,888-40.5% |