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 8-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 | $3,339 | $77,899-95.7% | $149,673-97.8% | $75,163-95.6% |
| Participation rate | 72.4% | 65.6%+6.8pp | 78.8%-6.4pp | 67.2%+5.2pp |
| Annual return | 6.92% | 31.72%-24.8pp | 134.42%-127.5pp | 160.62%-153.7pp |
| Employer contribution / active EE | $422 | $3,137-86.6% | $4,818-91.2% | $2,670-84.2% |
| Participant deferral / active EE | $636 | $3,411-81.3% | $5,680-88.8% | $4,125-84.6% |
| Admin fee / account holder | $720 | $5,956-87.9% | $13,210-94.5% | $5,651-87.3% |