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 | $6,152 | $71,809-91.4% | $61,048-89.9% | $152,861-96.0% |
| Participation rate | 75.0% | 84.2%-9.2pp | 79.3%-4.3pp | 82.4%-7.4pp |
| Annual return | 1.95% | 29.74%-27.8pp | 26.18%-24.2pp | 345.32%-343.4pp |
| Employer contribution / active EE | $0 | $4,545-100.0% | $3,716-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,262 | $5,467-76.9% | $4,470-71.8% | $5,850-78.4% |
| Admin fee / account holder | $1,058 | $4,750-77.7% | $3,728-71.6% | $11,596-90.9% |