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 | $4,522 | $79,944-94.3% | $98,439-95.4% | $75,163-94.0% |
| Participation rate | 95.1% | 70.4%+24.8pp | 75.2%+20.0pp | 67.2%+27.9pp |
| Annual return | 7.66% | 19.75%-12.1pp | 21.16%-13.5pp | 160.62%-153.0pp |
| Employer contribution / active EE | $1,394 | $2,264-38.4% | $3,048-54.3% | $2,670-47.8% |
| Participant deferral / active EE | $344 | $3,752-90.8% | $4,738-92.7% | $4,125-91.7% |
| Admin fee / account holder | $2,749 | $6,840-59.8% | $8,948-69.3% | $5,651-51.3% |