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 | $17,364 | $72,277-76.0% | $101,248-82.9% | $79,858-78.3% |
| Participation rate | 75.8% | 68.5%+7.3pp | 75.8%-0.1pp | 69.6%+6.1pp |
| Annual return | 9.03% | 22.30%-13.3pp | 46.47%-37.4pp | 31.71%-22.7pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $3,660-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,161 | $3,282-64.6% | $4,370-73.4% | $3,740-69.0% |
| Admin fee / account holder | $1,455 | $4,400-66.9% | $5,945-75.5% | $5,306-72.6% |