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 | $16,436 | $70,908-76.8% | $98,907-83.4% | $73,488-77.6% |
| Participation rate | 90.8% | 73.8%+17.1pp | 76.0%+14.8pp | 70.7%+20.1pp |
| Annual return | 10.96% | 34.17%-23.2pp | 196.43%-185.5pp | 28.51%-17.6pp |
| Employer contribution / active EE | $667 | $2,036-67.2% | $2,689-75.2% | $2,270-70.6% |
| Participant deferral / active EE | $731 | $3,500-79.1% | $4,244-82.8% | $3,740-80.5% |
| Admin fee / account holder | $5,117 | $535+856.7% | $6,642-22.9% | $513+897.4% |