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 6-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 | $12,165 | $71,883-83.1% | $86,677-86.0% | $68,494-82.2% |
| Participation rate | 83.1% | 72.2%+10.9pp | 76.6%+6.5pp | 67.9%+15.2pp |
| Annual return | -18.87% | 3.52%-22.4pp | 35.91%-54.8pp | -7.84%-11.0pp |
| Employer contribution / active EE | $980 | $2,173-54.9% | $2,836-65.4% | $2,596-62.2% |
| Participant deferral / active EE | $1,412 | $3,779-62.6% | $4,656-69.7% | $4,027-64.9% |
| Admin fee / account holder | $1,237 | $6,112-79.8% | $7,493-83.5% | $5,403-77.1% |