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 | $11,195 | $67,411-83.4% | $91,001-87.7% | $70,131-84.0% |
| Participation rate | 82.5% | 71.4%+11.1pp | 75.6%+6.9pp | 69.5%+12.9pp |
| Annual return | 11.53% | -40.16%+51.7pp | 4.60%+6.9pp | 73.14%-61.6pp |
| Employer contribution / active EE | $3,509 | $1,786+96.5% | $2,456+42.9% | $2,342+49.8% |
| Participant deferral / active EE | $966 | $2,823-65.8% | $3,547-72.8% | $3,332-71.0% |
| Admin fee / account holder | $3,166 | $4,236-25.3% | $5,417-41.6% | $4,645-31.8% |