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 | $18,531 | $62,586-70.4% | $76,768-75.9% | $64,186-71.1% |
| Participation rate | 100.0% | 72.8%+27.2pp | 77.0%+23.0pp | 69.6%+30.4pp |
| Annual return | -7.90% | -1.95%-6.0pp | 2.43%-10.3pp | 7.63%-15.5pp |
| Employer contribution / active EE | $862 | $1,832-52.9% | $2,485-65.3% | $2,381-63.8% |
| Participant deferral / active EE | $1,357 | $3,145-56.8% | $3,852-64.8% | $3,470-60.9% |
| Admin fee / account holder | $7,773 | $4,667+66.5% | $6,675+16.4% | $4,888+59.0% |