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 | $20,124 | $78,705-74.4% | $117,854-82.9% | $70,131-71.3% |
| Participation rate | 82.7% | 73.2%+9.5pp | 79.7%+3.1pp | 69.5%+13.2pp |
| Annual return | 8.15% | 23.30%-15.2pp | 335.08%-326.9pp | 73.14%-65.0pp |
| Employer contribution / active EE | $1,191 | $2,223-46.4% | $3,786-68.5% | $2,342-49.2% |
| Participant deferral / active EE | $1,304 | $3,297-60.5% | $4,482-70.9% | $3,332-60.9% |
| Admin fee / account holder | $613 | $5,065-87.9% | $8,020-92.4% | $4,645-86.8% |