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 | $17,055 | $112,096-84.8% | $95,952-82.2% | $158,922-89.3% |
| Participation rate | 75.0% | 79.0%-4.0pp | 77.1%-2.1pp | 82.0%-7.0pp |
| Annual return | -77.81% | 171.09%-248.9pp | 91.61%-169.4pp | 302.83%-380.6pp |
| Employer contribution / active EE | $1,151 | $3,198-64.0% | $2,541-54.7% | $4,761-75.8% |
| Participant deferral / active EE | $1,143 | $4,784-76.1% | $4,167-72.6% | $5,982-80.9% |
| Admin fee / account holder | $427 | $10,130-95.8% | $6,795-93.7% | $11,246-96.2% |