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 4-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 | $4,890 | $56,053-91.3% | $75,972-93.6% | $80,856-94.0% |
| Participation rate | 71.9% | 62.0%+9.9pp | 69.1%+2.9pp | 67.6%+4.3pp |
| Annual return | 4.38% | 20.53%-16.2pp | 359.55%-355.2pp | 35.59%-31.2pp |
| Employer contribution / active EE | $832 | $1,874-55.6% | $2,685-69.0% | $2,755-69.8% |
| Participant deferral / active EE | $937 | $3,052-69.3% | $4,255-78.0% | $4,296-78.2% |
| Admin fee / account holder | $3,022 | $5,234-42.3% | $6,467-53.3% | $6,918-56.3% |