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 9-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 | $18,813 | $86,286-78.2% | $111,297-83.1% | $85,850-78.1% |
| Participation rate | 94.8% | 73.3%+21.5pp | 77.3%+17.5pp | 69.3%+25.5pp |
| Annual return | 8.08% | 19.99%-11.9pp | 54.65%-46.6pp | 318.53%-310.5pp |
| Employer contribution / active EE | $983 | $2,043-51.9% | $2,731-64.0% | $2,565-61.7% |
| Participant deferral / active EE | $1,081 | $3,641-70.3% | $4,487-75.9% | $3,952-72.6% |
| Admin fee / account holder | $1,324 | $8,188-83.8% | $7,964-83.4% | $6,260-78.9% |