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 | $17,632 | $87,013-79.7% | $106,213-83.4% | $80,856-78.2% |
| Participation rate | 83.3% | 70.4%+12.9pp | 75.3%+8.1pp | 67.6%+15.7pp |
| Annual return | 9.91% | 17.05%-7.1pp | 116.14%-106.2pp | 35.59%-25.7pp |
| Employer contribution / active EE | $899 | $2,395-62.5% | $3,171-71.7% | $2,755-67.4% |
| Participant deferral / active EE | $0 | $3,986-100.0% | $5,016-100.0% | $4,296-100.0% |
| Admin fee / account holder | $1,464 | $8,431-82.6% | $11,033-86.7% | $6,918-78.8% |