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 | $20,627 | $95,453-78.4% | $112,040-81.6% | $82,448-75.0% |
| Participation rate | 75.8% | 72.8%+3.0pp | 76.5%-0.7pp | 68.1%+7.7pp |
| Annual return | 12.24% | 23.92%-11.7pp | 24.52%-12.3pp | 41.64%-29.4pp |
| Employer contribution / active EE | $0 | $2,318-100.0% | $2,954-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,822 | $4,224-56.9% | $5,098-64.3% | $4,139-56.0% |
| Admin fee / account holder | $2,760 | $9,013-69.4% | $12,098-77.2% | $7,234-61.8% |