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 | $8,822 | $86,286-89.8% | $111,297-92.1% | $85,850-89.7% |
| Participation rate | 85.7% | 73.3%+12.4pp | 77.3%+8.4pp | 69.3%+16.4pp |
| Annual return | 8.66% | 19.99%-11.3pp | 54.65%-46.0pp | 318.53%-309.9pp |
| Employer contribution / active EE | $720 | $2,043-64.8% | $2,731-73.6% | $2,565-71.9% |
| Participant deferral / active EE | $583 | $3,641-84.0% | $4,487-87.0% | $3,952-85.2% |
| Admin fee / account holder | $370 | $8,188-95.5% | $7,964-95.4% | $6,260-94.1% |