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 | $9,317 | $84,696-89.0% | $75,696-87.7% | $167,490-94.4% |
| Participation rate | 92.3% | 77.8%+14.5pp | 74.8%+17.5pp | 82.1%+10.2pp |
| Annual return | 6.84% | 199.36%-192.5pp | 104.53%-97.7pp | 478.56%-471.7pp |
| Employer contribution / active EE | $717 | $3,230-77.8% | $2,743-73.9% | $4,837-85.2% |
| Participant deferral / active EE | $548 | $4,580-88.0% | $3,821-85.6% | $6,341-91.4% |
| Admin fee / account holder | $308 | $5,355-94.2% | $3,619-91.5% | $12,309-97.5% |