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 | $8,904 | $76,552-88.4% | $123,892-92.8% | $62,891-85.8% |
| Participation rate | 75.5% | 73.0%+2.5pp | 81.4%-5.9pp | 69.3%+6.2pp |
| Annual return | 0.75% | 18.68%-17.9pp | 47.52%-46.8pp | 20.14%-19.4pp |
| Employer contribution / active EE | $5,606 | $2,883+94.5% | $4,617+21.4% | $2,281+145.8% |
| Participant deferral / active EE | $688 | $4,840-85.8% | $5,984-88.5% | $3,203-78.5% |
| Admin fee / account holder | $1,434 | $4,826-70.3% | $8,357-82.8% | $4,296-66.6% |