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 | $7,453 | $45,035-83.5% | $62,995-88.2% | $70,131-89.4% |
| Participation rate | 98.2% | 69.5%+28.7pp | 74.8%+23.4pp | 69.5%+28.6pp |
| Annual return | 8.22% | 18.76%-10.5pp | 87.57%-79.3pp | 73.14%-64.9pp |
| Employer contribution / active EE | $841 | $2,051-59.0% | $2,759-69.5% | $2,342-64.1% |
| Participant deferral / active EE | $44 | $2,465-98.2% | $3,329-98.7% | $3,332-98.7% |
| Admin fee / account holder | $441 | $2,834-84.4% | $3,600-87.8% | $4,645-90.5% |