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 | $7,826 | $83,477-90.6% | $125,175-93.7% | $72,985-89.3% |
| Participation rate | 78.8% | 73.3%+5.5pp | 79.8%-1.0pp | 69.5%+9.3pp |
| Annual return | 1.68% | 25.78%-24.1pp | 43.79%-42.1pp | 81.00%-79.3pp |
| Employer contribution / active EE | $709 | $2,345-69.8% | $3,865-81.7% | $2,440-70.9% |
| Participant deferral / active EE | $1,195 | $3,585-66.7% | $4,937-75.8% | $3,607-66.9% |
| Admin fee / account holder | $702 | $5,517-87.3% | $9,702-92.8% | $5,124-86.3% |