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 9-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 | $3,272 | $72,277-95.5% | $101,248-96.8% | $79,858-95.9% |
| Participation rate | 85.1% | 68.5%+16.6pp | 75.8%+9.3pp | 69.6%+15.5pp |
| Annual return | 5.98% | 22.30%-16.3pp | 46.47%-40.5pp | 31.71%-25.7pp |
| Employer contribution / active EE | $9,692 | $2,692+260.1% | $3,660+164.8% | $2,471+292.3% |
| Participant deferral / active EE | $0 | $3,282-100.0% | $4,370-100.0% | $3,740-100.0% |
| Admin fee / account holder | $5,512 | $4,400+25.3% | $5,945-7.3% | $5,306+3.9% |