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 | $12,665 | $77,634-83.7% | $156,549-91.9% | $62,891-79.9% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 2.24% | 50.32%-48.1pp | 32.23%-30.0pp | 20.14%-17.9pp |
| Employer contribution / active EE | $1,463 | $3,444-57.5% | $5,501-73.4% | $2,281-35.8% |
| Participant deferral / active EE | $725 | $3,045-76.2% | $4,871-85.1% | $3,203-77.4% |
| Admin fee / account holder | $536 | $5,561-90.4% | $13,027-95.9% | $4,296-87.5% |