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 | $6,051 | $211,958-97.1% | $169,463-96.4% | $135,375-95.5% |
| Participation rate | 87.5% | 82.6%+4.9pp | 77.8%+9.7pp | 82.6%+4.9pp |
| Annual return | -9.97% | 3.26%-13.2pp | 1.83%-11.8pp | 519.73%-529.7pp |
| Employer contribution / active EE | $1,313 | $5,120-74.3% | $4,159-68.4% | $4,779-72.5% |
| Participant deferral / active EE | $931 | $6,075-84.7% | $5,277-82.4% | $5,609-83.4% |
| Admin fee / account holder | $3,264 | $11,471-71.5% | $9,109-64.2% | $10,827-69.9% |