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 9-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 | $19,763 | $72,404-72.7% | $110,238-82.1% | $64,186-69.2% |
| Participation rate | 96.0% | 73.3%+22.7pp | 79.8%+16.2pp | 69.6%+26.4pp |
| Annual return | -8.71% | -6.29%-2.4pp | 314.74%-323.4pp | 7.63%-16.3pp |
| Employer contribution / active EE | $833 | $2,282-63.5% | $3,826-78.2% | $2,381-65.0% |
| Participant deferral / active EE | $1,070 | $3,469-69.2% | $4,672-77.1% | $3,470-69.2% |
| Admin fee / account holder | $408 | $5,664-92.8% | $8,547-95.2% | $4,888-91.7% |