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 | $19,276 | $78,672-75.5% | $109,143-82.3% | $85,850-77.5% |
| Participation rate | 77.8% | 68.3%+9.5pp | 75.9%+1.9pp | 69.3%+8.5pp |
| Annual return | 10.66% | 25.09%-14.4pp | 25.75%-15.1pp | 318.53%-307.9pp |
| Employer contribution / active EE | $2,021 | $2,735-26.1% | $3,722-45.7% | $2,565-21.2% |
| Participant deferral / active EE | $178 | $3,467-94.9% | $4,653-96.2% | $3,952-95.5% |
| Admin fee / account holder | $784 | $5,469-85.7% | $6,752-88.4% | $6,260-87.5% |