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 3-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 | $6,933 | $101,317-93.2% | $146,958-95.3% | $74,495-90.7% |
| Participation rate | 88.0% | 75.5%+12.4pp | 82.2%+5.8pp | 67.2%+20.8pp |
| Annual return | -9.89% | 8730.91%-8740.8pp | 418.34%-428.2pp | 1364.94%-1374.8pp |
| Employer contribution / active EE | $1,013 | $3,810-73.4% | $4,933-79.5% | $2,623-61.4% |
| Participant deferral / active EE | $2,324 | $7,303-68.2% | $8,070-71.2% | $4,346-46.5% |
| Admin fee / account holder | $1,527 | $1,739-12.2% | $12,998-88.2% | $1,942-21.3% |