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 | $9,223 | $87,013-89.4% | $106,213-91.3% | $80,856-88.6% |
| Participation rate | 73.3% | 70.4%+2.9pp | 75.3%-1.9pp | 67.6%+5.7pp |
| Annual return | 9.01% | 17.05%-8.0pp | 116.14%-107.1pp | 35.59%-26.6pp |
| Employer contribution / active EE | $1,162 | $2,395-51.5% | $3,171-63.4% | $2,755-57.8% |
| Participant deferral / active EE | $867 | $3,986-78.2% | $5,016-82.7% | $4,296-79.8% |
| Admin fee / account holder | $984 | $8,431-88.3% | $11,033-91.1% | $6,918-85.8% |