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 | $4,174 | $100,773-95.9% | $88,946-95.3% | $142,382-97.1% |
| Participation rate | 77.8% | 74.3%+3.5pp | 68.8%+8.9pp | 80.1%-2.3pp |
| Annual return | 9.18% | 70.18%-61.0pp | 57.82%-48.6pp | 217.08%-207.9pp |
| Employer contribution / active EE | $386 | $2,918-86.8% | $2,555-84.9% | $4,299-91.0% |
| Participant deferral / active EE | $645 | $5,230-87.7% | $4,581-85.9% | $6,507-90.1% |
| Admin fee / account holder | $326 | $9,693-96.6% | $8,261-96.1% | $12,624-97.4% |