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 | $31,384 | $124,881-74.9% | $209,409-85.0% | $116,875-73.1% |
| Participation rate | 93.3% | 75.8%+17.6pp | 80.4%+13.0pp | 74.5%+18.8pp |
| Annual return | 11.06% | 14.56%-3.5pp | 159.49%-148.4pp | 16.29%-5.2pp |
| Employer contribution / active EE | $0 | $2,588-100.0% | $5,035-100.0% | $3,288-100.0% |
| Participant deferral / active EE | $1,133 | $3,793-70.1% | $4,230-73.2% | $3,885-70.8% |
| Admin fee / account holder | $4,920 | $12,933-62.0% | $16,474-70.1% | $12,263-59.9% |