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 | $13,517 | $58,828-77.0% | $77,999-82.7% | $62,891-78.5% |
| Participation rate | 91.3% | 71.1%+20.2pp | 75.5%+15.8pp | 69.3%+22.0pp |
| Annual return | 4.05% | 17.16%-13.1pp | 425.96%-421.9pp | 20.14%-16.1pp |
| Employer contribution / active EE | $0 | $1,672-100.0% | $2,470-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $771 | $2,686-71.3% | $3,497-77.9% | $3,203-75.9% |
| Admin fee / account holder | $2,421 | $4,393-44.9% | $5,480-55.8% | $4,296-43.6% |