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 | $20,934 | $86,286-75.7% | $111,297-81.2% | $85,850-75.6% |
| Participation rate | 100.0% | 73.3%+26.7pp | 77.3%+22.7pp | 69.3%+30.7pp |
| Annual return | 9.19% | 19.99%-10.8pp | 54.65%-45.5pp | 318.53%-309.3pp |
| Employer contribution / active EE | $2,655 | $2,043+30.0% | $2,731-2.8% | $2,565+3.5% |
| Participant deferral / active EE | $945 | $3,641-74.0% | $4,487-78.9% | $3,952-76.1% |
| Admin fee / account holder | $628 | $8,188-92.3% | $7,964-92.1% | $6,260-90.0% |