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 | $6,500 | $53,127-87.8% | $86,590-92.5% | $70,131-90.7% |
| Participation rate | 85.2% | 65.3%+19.9pp | 73.5%+11.6pp | 69.5%+15.6pp |
| Annual return | 6.23% | 27.66%-21.4pp | 964.84%-958.6pp | 73.14%-66.9pp |
| Employer contribution / active EE | $815 | $2,068-60.6% | $2,839-71.3% | $2,342-65.2% |
| Participant deferral / active EE | $362 | $2,696-86.6% | $3,609-90.0% | $3,332-89.1% |
| Admin fee / account holder | $1,380 | $3,585-61.5% | $4,906-71.9% | $4,645-70.3% |