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 5-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 | $9,819 | $81,460-87.9% | $103,333-90.5% | $80,856-87.9% |
| Participation rate | 73.3% | 66.8%+6.5pp | 74.5%-1.2pp | 67.6%+5.7pp |
| Annual return | 7.82% | 25.55%-17.7pp | 24.88%-17.1pp | 35.59%-27.8pp |
| Employer contribution / active EE | $966 | $3,105-68.9% | $3,868-75.0% | $2,755-64.9% |
| Participant deferral / active EE | $1,134 | $3,869-70.7% | $5,057-77.6% | $4,296-73.6% |
| Admin fee / account holder | $455 | $6,566-93.1% | $8,355-94.6% | $6,918-93.4% |