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 4-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 | $1,324 | $95,561-98.6% | $77,163-98.3% | $139,434-99.1% |
| Participation rate | 100.0% | 73.9%+26.1pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | -81.09% | 54.92%-136.0pp | 37.87%-119.0pp | 372.94%-454.0pp |
| Employer contribution / active EE | $539 | $3,147-82.9% | $2,535-78.7% | $4,751-88.7% |
| Participant deferral / active EE | $674 | $4,624-85.4% | $3,833-82.4% | $6,710-90.0% |
| Admin fee / account holder | $650 | $8,295-92.2% | $5,472-88.1% | $11,403-94.3% |