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 | $17,269 | $78,422-78.0% | $95,952-82.0% | $79,858-78.4% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 5.70% | 19.37%-13.7pp | 91.61%-85.9pp | 31.71%-26.0pp |
| Employer contribution / active EE | $2,683 | $1,945+37.9% | $2,541+5.6% | $2,471+8.6% |
| Participant deferral / active EE | $978 | $3,440-71.6% | $4,167-76.5% | $3,740-73.8% |
| Admin fee / account holder | $18,664 | $5,622+232.0% | $6,795+174.7% | $5,306+251.7% |