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 3-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 | $610 | $100,773-99.4% | $88,946-99.3% | $142,382-99.6% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | -21.91% | 70.18%-92.1pp | 57.82%-79.7pp | 217.08%-239.0pp |
| Employer contribution / active EE | $332 | $2,918-88.6% | $2,555-87.0% | $4,299-92.3% |
| Participant deferral / active EE | $332 | $5,230-93.7% | $4,581-92.8% | $6,507-94.9% |
| Admin fee / account holder | $641 | $9,693-93.4% | $8,261-92.2% | $12,624-94.9% |