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 | $5,693 | $53,127-89.3% | $86,590-93.4% | $70,131-91.9% |
| Participation rate | 93.9% | 65.3%+28.6pp | 73.5%+20.4pp | 69.5%+24.4pp |
| Annual return | 2.44% | 27.66%-25.2pp | 964.84%-962.4pp | 73.14%-70.7pp |
| Employer contribution / active EE | $2,364 | $2,068+14.3% | $2,839-16.8% | $2,342+0.9% |
| Participant deferral / active EE | $0 | $2,696-100.0% | $3,609-100.0% | $3,332-100.0% |
| Admin fee / account holder | $3,022 | $3,585-15.7% | $4,906-38.4% | $4,645-34.9% |