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 | $8,432 | $53,822-84.3% | $75,696-88.9% | $85,850-90.2% |
| Participation rate | 82.8% | 69.1%+13.7pp | 74.8%+7.9pp | 69.3%+13.4pp |
| Annual return | 10.80% | 24.54%-13.7pp | 104.53%-93.7pp | 318.53%-307.7pp |
| Employer contribution / active EE | $588 | $2,017-70.8% | $2,743-78.5% | $2,565-77.1% |
| Participant deferral / active EE | $669 | $2,895-76.9% | $3,821-82.5% | $3,952-83.1% |
| Admin fee / account holder | $348 | $3,343-89.6% | $3,619-90.4% | $6,260-94.4% |