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 | $9,323 | $77,730-88.0% | $70,164-86.7% | $139,434-93.3% |
| Participation rate | 75.0% | 83.2%-8.2pp | 78.8%-3.8pp | 80.3%-5.3pp |
| Annual return | 5.84% | 18.98%-13.1pp | 18.87%-13.0pp | 372.94%-367.1pp |
| Employer contribution / active EE | $0 | $4,990-100.0% | $4,287-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $1,222 | $6,448-81.0% | $5,395-77.3% | $6,710-81.8% |
| Admin fee / account holder | $1,069 | $5,368-80.1% | $4,561-76.6% | $11,403-90.6% |