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 | $12,170 | $72,277-83.2% | $101,248-88.0% | $79,858-84.8% |
| Participation rate | 95.9% | 68.5%+27.5pp | 75.8%+20.1pp | 69.6%+26.3pp |
| Annual return | 9.36% | 22.30%-12.9pp | 46.47%-37.1pp | 31.71%-22.4pp |
| Employer contribution / active EE | $1,201 | $2,692-55.4% | $3,660-67.2% | $2,471-51.4% |
| Participant deferral / active EE | $1,067 | $3,282-67.5% | $4,370-75.6% | $3,740-71.5% |
| Admin fee / account holder | $321 | $4,400-92.7% | $5,945-94.6% | $5,306-94.0% |