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.)
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 | $588 | $51,576-98.9% | $129,207-99.5% | $80,856-99.3% |
| Participation rate | 85.7% | 57.0%+28.7pp | 69.6%+16.1pp | 67.6%+18.1pp |
| Annual return | 55.48% | 20.81%+34.7pp | 9417.33%-9361.8pp | 35.59%+19.9pp |
| Employer contribution / active EE | $1,844 | $1,584+16.4% | $4,153-55.6% | $2,755-33.1% |
| Participant deferral / active EE | $67 | $2,669-97.5% | $4,168-98.4% | $4,296-98.4% |
| Admin fee / account holder | $20,357 | $4,305+372.9% | $7,715+163.9% | $6,918+194.3% |