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 | $97,125-99.4% | $86,233-99.3% | $137,256-99.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | -21.91% | 74.19%-96.1pp | 61.39%-83.3pp | 220.34%-242.3pp |
| Employer contribution / active EE | $332 | $2,841-88.3% | $2,504-86.7% | $4,156-92.0% |
| Participant deferral / active EE | $332 | $5,180-93.6% | $4,559-92.7% | $6,407-94.8% |
| Admin fee / account holder | $641 | $9,725-93.4% | $8,342-92.3% | $12,270-94.8% |