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 | $10,580 | $84,233-87.4% | $170,442-93.8% | $70,131-84.9% |
| Participation rate | 73.1% | 70.8%+2.2pp | 83.6%-10.5pp | 69.5%+3.5pp |
| Annual return | 6.82% | 23.06%-16.2pp | 205.93%-199.1pp | 73.14%-66.3pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,433-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $530 | $3,086-82.8% | $4,939-89.3% | $3,332-84.1% |
| Admin fee / account holder | $2,110 | $5,698-63.0% | $13,880-84.8% | $4,645-54.6% |