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 | $17,680 | $67,606-73.8% | $82,313-78.5% | $70,131-74.8% |
| Participation rate | 94.6% | 72.8%+21.8pp | 76.9%+17.7pp | 69.5%+25.1pp |
| Annual return | 7.01% | 21.57%-14.6pp | 25.88%-18.9pp | 73.14%-66.1pp |
| Employer contribution / active EE | $2,099 | $1,755+19.6% | $2,428-13.6% | $2,342-10.4% |
| Participant deferral / active EE | $301 | $2,987-89.9% | $3,706-91.9% | $3,332-91.0% |
| Admin fee / account holder | $638 | $4,512-85.8% | $5,608-88.6% | $4,645-86.3% |