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 5-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 | $12,795 | $89,753-85.7% | $107,525-88.1% | $84,808-84.9% |
| Participation rate | 100.0% | 68.1%+31.9pp | 75.1%+24.9pp | 68.3%+31.7pp |
| Annual return | -3.89% | 29.48%-33.4pp | 181.32%-185.2pp | 40.90%-44.8pp |
| Employer contribution / active EE | $11,787 | $3,113+278.6% | $3,754+214.0% | $2,631+348.0% |
| Participant deferral / active EE | $289 | $4,056-92.9% | $5,116-94.4% | $4,212-93.1% |
| Admin fee / account holder | $9,908 | $7,222+37.2% | $8,919+11.1% | $7,344+34.9% |