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.)
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 | $6,027 | $83,902-92.8% | $167,512-96.4% | $84,808-92.9% |
| Participation rate | 81.6% | 66.5%+15.1pp | 77.1%+4.5pp | 68.3%+13.3pp |
| Annual return | 22.64% | 91.55%-68.9pp | 1615.79%-1593.2pp | 40.90%-18.3pp |
| Employer contribution / active EE | $1,164 | $2,264-48.6% | $3,882-70.0% | $2,631-55.8% |
| Participant deferral / active EE | $1,332 | $4,442-70.0% | $6,405-79.2% | $4,212-68.4% |
| Admin fee / account holder | $699 | $7,915-91.2% | $9,769-92.8% | $7,344-90.5% |