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 | $13,145 | $67,606-80.6% | $82,313-84.0% | $70,131-81.3% |
| Participation rate | 97.2% | 72.8%+24.5pp | 76.9%+20.3pp | 69.5%+27.7pp |
| Annual return | 7.10% | 21.57%-14.5pp | 25.88%-18.8pp | 73.14%-66.0pp |
| Employer contribution / active EE | $694 | $1,755-60.4% | $2,428-71.4% | $2,342-70.4% |
| Participant deferral / active EE | $1,227 | $2,987-58.9% | $3,706-66.9% | $3,332-63.2% |
| Admin fee / account holder | $14,324 | $4,512+217.5% | $5,608+155.4% | $4,645+208.4% |