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 8-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 | $1,642 | $100,852-98.4% | $90,404-98.2% | $158,922-99.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 1.32% | 1724.20%-1722.9pp | 1293.02%-1291.7pp | 302.83%-301.5pp |
| Employer contribution / active EE | $359 | $3,689-90.3% | $3,262-89.0% | $4,761-92.5% |
| Participant deferral / active EE | $208 | $4,348-95.2% | $3,963-94.8% | $5,982-96.5% |
| Admin fee / account holder | $643 | $6,501-90.1% | $5,611-88.5% | $11,246-94.3% |