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 | $8,786 | $81,248-89.2% | $155,509-94.4% | $80,856-89.1% |
| Participation rate | 95.6% | 66.2%+29.4pp | 78.2%+17.4pp | 67.6%+28.0pp |
| Annual return | 7.91% | 33.31%-25.4pp | 64.67%-56.8pp | 35.59%-27.7pp |
| Employer contribution / active EE | $741 | $3,100-76.1% | $4,672-84.1% | $2,755-73.1% |
| Participant deferral / active EE | $376 | $3,452-89.1% | $5,626-93.3% | $4,296-91.3% |
| Admin fee / account holder | $1,175 | $7,997-85.3% | $15,912-92.6% | $6,918-83.0% |