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 | $9,696 | $53,018-81.7% | $70,014-86.2% | $62,891-84.6% |
| Participation rate | 70.4% | 67.2%+3.2pp | 71.8%-1.4pp | 69.3%+1.1pp |
| Annual return | 2.33% | 13.35%-11.0pp | 12.99%-10.7pp | 20.14%-17.8pp |
| Employer contribution / active EE | $308 | $1,799-82.9% | $2,338-86.8% | $2,281-86.5% |
| Participant deferral / active EE | $745 | $2,395-68.9% | $2,931-74.6% | $3,203-76.7% |
| Admin fee / account holder | $1,993 | $3,690-46.0% | $4,380-54.5% | $4,296-53.6% |