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 | $17,554 | $65,322-73.1% | $70,449-75.1% | $73,488-76.1% |
| Participation rate | 86.4% | 77.0%+9.5pp | 75.1%+11.4pp | 70.7%+15.7pp |
| Annual return | -0.78% | 15.71%-16.5pp | 109.03%-109.8pp | 28.51%-29.3pp |
| Employer contribution / active EE | $747 | $2,460-69.6% | $2,737-72.7% | $2,270-67.1% |
| Participant deferral / active EE | $594 | $3,375-82.4% | $3,709-84.0% | $3,740-84.1% |
| Admin fee / account holder | $1,325 | $214+519.2% | $3,845-65.5% | $513+158.3% |