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 | $8,882 | $96,484-90.8% | $75,886-88.3% | $152,861-94.2% |
| Participation rate | 92.9% | 76.2%+16.7pp | 69.3%+23.6pp | 82.4%+10.4pp |
| Annual return | 4.67% | 33.98%-29.3pp | 30.76%-26.1pp | 345.32%-340.6pp |
| Employer contribution / active EE | $2,125 | $3,309-35.8% | $2,500-15.0% | $4,762-55.4% |
| Participant deferral / active EE | $296 | $4,553-93.5% | $3,603-91.8% | $5,850-94.9% |
| Admin fee / account holder | $1,481 | $8,078-81.7% | $5,418-72.7% | $11,596-87.2% |