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 4-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 | $12,289 | $63,346-80.6% | $92,233-86.7% | $70,131-82.5% |
| Participation rate | 70.8% | 68.7%+2.2pp | 76.5%-5.6pp | 69.5%+1.3pp |
| Annual return | 5.50% | 530.12%-524.6pp | 176.28%-170.8pp | 73.14%-67.6pp |
| Employer contribution / active EE | $632 | $2,471-74.4% | $3,679-82.8% | $2,342-73.0% |
| Participant deferral / active EE | $0 | $2,854-100.0% | $3,897-100.0% | $3,332-100.0% |
| Admin fee / account holder | $1,701 | $3,840-55.7% | $5,194-67.2% | $4,645-63.4% |