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 | $12,607 | $91,190-86.2% | $178,490-92.9% | $79,858-84.2% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 2.12% | 24.19%-22.1pp | 151.07%-148.9pp | 31.71%-29.6pp |
| Employer contribution / active EE | $1,978 | $3,256-39.3% | $5,011-60.5% | $2,471-20.0% |
| Participant deferral / active EE | $600 | $3,236-81.5% | $5,202-88.5% | $3,740-84.0% |
| Admin fee / account holder | $1,117 | $6,751-83.5% | $13,984-92.0% | $5,306-79.0% |