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 | $10,864 | $101,724-89.3% | $164,813-93.4% | $80,856-86.6% |
| Participation rate | 94.6% | 71.8%+22.8pp | 78.6%+16.0pp | 67.6%+27.0pp |
| Annual return | 4.96% | 16.72%-11.8pp | 69.93%-65.0pp | 35.59%-30.6pp |
| Employer contribution / active EE | $5,001 | $2,953+69.3% | $4,341+15.2% | $2,755+81.5% |
| Participant deferral / active EE | $0 | $4,477-100.0% | $6,031-100.0% | $4,296-100.0% |
| Admin fee / account holder | $761 | $8,227-90.8% | $12,690-94.0% | $6,918-89.0% |