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 10-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 | $7,483 | $43,550-82.8% | $63,517-88.2% | $52,331-85.7% |
| Participation rate | 100.0% | 65.7%+34.3pp | 71.0%+29.0pp | 68.1%+31.9pp |
| Annual return | -14.30% | 2.03%-16.3pp | -70.30%+56.0pp | 4.54%-18.8pp |
| Employer contribution / active EE | $2,752 | $1,351+103.7% | $2,322+18.5% | $1,882+46.3% |
| Participant deferral / active EE | $669 | $2,254-70.3% | $2,953-77.3% | $3,022-77.9% |
| Admin fee / account holder | $705 | $387+82.2% | $5,892-88.0% | $592+19.1% |