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 | $11,709 | $108,825-89.2% | $156,181-92.5% | $82,448-85.8% |
| Participation rate | 100.0% | 72.4%+27.6pp | 78.8%+21.2pp | 68.1%+31.9pp |
| Annual return | 8.46% | 20.59%-12.1pp | 64.87%-56.4pp | 41.64%-33.2pp |
| Employer contribution / active EE | $1,725 | $2,870-39.9% | $4,294-59.8% | $2,551-32.4% |
| Participant deferral / active EE | $1,417 | $4,577-69.0% | $6,132-76.9% | $4,139-65.8% |
| Admin fee / account holder | $4,703 | $9,341-49.6% | $14,586-67.8% | $7,234-35.0% |