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 | $13,367 | $162,781-91.8% | $133,956-90.0% | $158,922-91.6% |
| Participation rate | 95.0% | 83.2%+11.8pp | 79.8%+15.2pp | 82.0%+13.0pp |
| Annual return | 1.07% | 41.94%-40.9pp | 45.09%-44.0pp | 302.83%-301.8pp |
| Employer contribution / active EE | $1,000 | $4,975-79.9% | $3,919-74.5% | $4,761-79.0% |
| Participant deferral / active EE | $1,712 | $5,911-71.0% | $5,048-66.1% | $5,982-71.4% |
| Admin fee / account holder | $6,081 | $11,736-48.2% | $8,927-31.9% | $11,246-45.9% |