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 | $6,955 | $81,446-91.5% | $103,374-93.3% | $80,874-91.4% |
| Participation rate | 76.9% | 66.9%+10.1pp | 74.5%+2.4pp | 67.6%+9.3pp |
| Annual return | 8.17% | 25.57%-17.4pp | 24.89%-16.7pp | 35.62%-27.5pp |
| Employer contribution / active EE | $6,180 | $3,107+98.9% | $3,869+59.7% | $2,756+124.3% |
| Participant deferral / active EE | $0 | $3,870-100.0% | $5,058-100.0% | $4,297-100.0% |
| Admin fee / account holder | $2,593 | $6,715-61.4% | $8,394-69.1% | $6,935-62.6% |