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 10-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 | $4,935 | $85,202-94.2% | $172,739-97.1% | $72,985-93.2% |
| Participation rate | 87.8% | 70.1%+17.7pp | 82.6%+5.1pp | 69.5%+18.3pp |
| Annual return | 15.23% | 27.32%-12.1pp | 802.84%-787.6pp | 81.00%-65.8pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,143-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $93 | $3,260-97.1% | $5,198-98.2% | $3,607-97.4% |
| Admin fee / account holder | $672 | $5,884-88.6% | $13,954-95.2% | $5,124-86.9% |