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 | $9,408 | $63,355-85.2% | $91,989-89.8% | $72,985-87.1% |
| Participation rate | 92.5% | 72.5%+20.0pp | 78.6%+13.9pp | 69.5%+23.0pp |
| Annual return | 17.10% | 35.35%-18.3pp | 69.02%-51.9pp | 81.00%-63.9pp |
| Employer contribution / active EE | $676 | $2,116-68.1% | $3,452-80.4% | $2,440-72.3% |
| Participant deferral / active EE | $1,005 | $4,883-79.4% | $5,923-83.0% | $3,607-72.1% |
| Admin fee / account holder | $1,077 | $4,668-76.9% | $7,743-86.1% | $5,124-79.0% |