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 | $20,196 | $89,355-77.4% | $141,162-85.7% | $72,985-72.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 14.33% | 111.85%-97.5pp | 71.39%-57.1pp | 81.00%-66.7pp |
| Employer contribution / active EE | $2,673 | $3,114-14.2% | $4,735-43.6% | $2,440+9.5% |
| Participant deferral / active EE | $986 | $5,418-81.8% | $6,709-85.3% | $3,607-72.7% |
| Admin fee / account holder | $22,965 | $5,958+285.4% | $10,261+123.8% | $5,124+348.2% |