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 | $10,762 | $45,152-76.2% | $73,843-85.4% | $59,632-82.0% |
| Participation rate | 76.8% | 64.0%+12.8pp | 73.4%+3.4pp | 68.7%+8.2pp |
| Annual return | -3.54% | 27.40%-30.9pp | 2267.84%-2271.4pp | 2041.28%-2044.8pp |
| Employer contribution / active EE | $1,310 | $1,902-31.1% | $2,787-53.0% | $2,203-40.5% |
| Participant deferral / active EE | $689 | $2,574-73.2% | $3,583-80.8% | $3,192-78.4% |
| Admin fee / account holder | $1,244 | $3,516-64.6% | $4,880-74.5% | $4,297-71.1% |