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 | $8,734 | $131,829-93.4% | $108,579-92.0% | $273,961-96.8% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | -0.99% | -91.57%+90.6pp | -51.70%+50.7pp | 41.45%-42.4pp |
| Employer contribution / active EE | $1,098 | $4,912-77.6% | $3,758-70.8% | $4,869-77.4% |
| Participant deferral / active EE | $275 | $5,127-94.6% | $4,311-93.6% | $5,287-94.8% |
| Admin fee / account holder | $994 | $10,252-90.3% | $7,645-87.0% | $10,132-90.2% |