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 6-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 | $2,039 | $99,877-98.0% | $84,966-97.6% | $145,922-98.6% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 7.02% | 83.76%-76.7pp | 66.38%-59.4pp | 561.29%-554.3pp |
| Employer contribution / active EE | $550 | $3,231-83.0% | $2,727-79.8% | $4,660-88.2% |
| Participant deferral / active EE | $822 | $5,291-84.5% | $4,519-81.8% | $6,688-87.7% |
| Admin fee / account holder | $440 | $7,248-93.9% | $6,149-92.8% | $13,397-96.7% |