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 | $1,413 | $70,756-98.0% | $65,493-97.8% | $142,382-99.0% |
| Participation rate | 82.4% | 77.4%+5.0pp | 73.1%+9.3pp | 80.1%+2.2pp |
| Annual return | 4.27% | 1754.89%-1750.6pp | 982.45%-978.2pp | 217.08%-212.8pp |
| Employer contribution / active EE | $252 | $2,881-91.3% | $2,574-90.2% | $4,299-94.1% |
| Participant deferral / active EE | $711 | $4,637-84.7% | $3,961-82.1% | $6,507-89.1% |
| Admin fee / account holder | $913 | $6,559-86.1% | $5,028-81.8% | $12,624-92.8% |