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 | $90,348-93.6% | $75,972-92.4% | $145,922-96.0% |
| Participation rate | 92.3% | 74.5%+17.9pp | 69.1%+23.3pp | 80.3%+12.0pp |
| Annual return | -16.08% | 620.88%-637.0pp | 359.55%-375.6pp | 561.29%-577.4pp |
| Employer contribution / active EE | $2,163 | $3,311-34.7% | $2,685-19.4% | $4,660-53.6% |
| Participant deferral / active EE | $840 | $5,162-83.7% | $4,255-80.3% | $6,688-87.4% |
| Admin fee / account holder | $5,257 | $8,467-37.9% | $6,467-18.7% | $13,397-60.8% |