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 | $3,831 | $58,828-93.5% | $77,999-95.1% | $62,891-93.9% |
| Participation rate | 100.0% | 71.1%+28.9pp | 75.5%+24.5pp | 69.3%+30.7pp |
| Annual return | 4.43% | 17.16%-12.7pp | 425.96%-421.5pp | 20.14%-15.7pp |
| Employer contribution / active EE | $739 | $1,672-55.8% | $2,470-70.1% | $2,281-67.6% |
| Participant deferral / active EE | $852 | $2,686-68.3% | $3,497-75.6% | $3,203-73.4% |
| Admin fee / account holder | $351 | $4,393-92.0% | $5,480-93.6% | $4,296-91.8% |