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 | $4,058 | $76,000-94.7% | $154,107-97.4% | $64,186-93.7% |
| Participation rate | 73.5% | 70.4%+3.1pp | 83.0%-9.5pp | 69.6%+4.0pp |
| Annual return | -9.50% | 30.32%-39.8pp | 735.12%-744.6pp | 7.63%-17.1pp |
| Employer contribution / active EE | $1,500 | $3,351-55.2% | $5,298-71.7% | $2,381-37.0% |
| Participant deferral / active EE | $205 | $3,175-93.6% | $5,081-96.0% | $3,470-94.1% |
| Admin fee / account holder | $1,345 | $5,596-76.0% | $13,411-90.0% | $4,888-72.5% |