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 7-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 | $13,737 | $64,707-78.8% | $112,228-87.8% | $68,494-79.9% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | -19.76% | -11.40%-8.4pp | 27.45%-47.2pp | -7.84%-11.9pp |
| Employer contribution / active EE | $4,800 | $2,746+74.8% | $3,635+32.1% | $2,596+84.9% |
| Participant deferral / active EE | $417 | $3,565-88.3% | $4,728-91.2% | $4,027-89.7% |
| Admin fee / account holder | $962 | $5,232-81.6% | $6,410-85.0% | $5,403-82.2% |