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 | $6,357 | $53,018-88.0% | $70,014-90.9% | $62,891-89.9% |
| Participation rate | 96.2% | 67.2%+28.9pp | 71.8%+24.3pp | 69.3%+26.8pp |
| Annual return | 3.50% | 13.35%-9.9pp | 12.99%-9.5pp | 20.14%-16.6pp |
| Employer contribution / active EE | $315 | $1,799-82.5% | $2,338-86.5% | $2,281-86.2% |
| Participant deferral / active EE | $891 | $2,395-62.8% | $2,931-69.6% | $3,203-72.2% |
| Admin fee / account holder | $850 | $3,690-76.9% | $4,380-80.6% | $4,296-80.2% |