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 6-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.)
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 | $10,571 | $74,927-85.9% | $101,794-89.6% | $84,808-87.5% |
| Participation rate | 70.7% | 61.4%+9.3pp | 69.2%+1.5pp | 68.3%+2.4pp |
| Annual return | 15.07% | 18.70%-3.6pp | 30.53%-15.5pp | 40.90%-25.8pp |
| Employer contribution / active EE | $1,026 | $1,522-32.6% | $2,289-55.2% | $2,631-61.0% |
| Participant deferral / active EE | $1,110 | $3,099-64.2% | $4,084-72.8% | $4,212-73.6% |
| Admin fee / account holder | $560 | $6,514-91.4% | $8,777-93.6% | $7,344-92.4% |