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.)
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 | $5,803 | $90,397-93.6% | $76,002-92.4% | $145,959-96.0% |
| Participation rate | 92.3% | 74.5%+17.8pp | 69.1%+23.2pp | 80.3%+12.0pp |
| Annual return | -16.08% | 621.97%-638.1pp | 360.07%-376.1pp | 561.95%-578.0pp |
| Employer contribution / active EE | $2,163 | $3,317-34.8% | $2,688-19.5% | $4,661-53.6% |
| Participant deferral / active EE | $840 | $5,163-83.7% | $4,257-80.3% | $6,689-87.4% |
| Admin fee / account holder | $5,257 | $8,369-37.2% | $6,414-18.0% | $13,398-60.8% |