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 | $1,343 | $72,400-98.1% | $67,502-98.0% | $145,922-99.1% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 8.50% | 7182.46%-7174.0pp | 3512.12%-3503.6pp | 561.29%-552.8pp |
| Employer contribution / active EE | $674 | $3,069-78.0% | $2,731-75.3% | $4,660-85.5% |
| Participant deferral / active EE | $833 | $4,783-82.6% | $4,000-79.2% | $6,688-87.5% |
| Admin fee / account holder | $446 | $5,539-92.0% | $3,998-88.9% | $13,397-96.7% |