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 8-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 | $6,498 | $81,460-92.0% | $103,333-93.7% | $80,856-92.0% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 5.34% | 25.55%-20.2pp | 24.88%-19.5pp | 35.59%-30.3pp |
| Employer contribution / active EE | $6,954 | $3,105+124.0% | $3,868+79.8% | $2,755+152.4% |
| Participant deferral / active EE | $215 | $3,869-94.4% | $5,057-95.7% | $4,296-95.0% |
| Admin fee / account holder | $3,217 | $6,566-51.0% | $8,355-61.5% | $6,918-53.5% |