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 | $9,405 | $79,944-88.2% | $98,439-90.4% | $75,163-87.5% |
| Participation rate | 78.6% | 70.4%+8.2pp | 75.2%+3.4pp | 67.2%+11.4pp |
| Annual return | 10.93% | 19.75%-8.8pp | 21.16%-10.2pp | 160.62%-149.7pp |
| Employer contribution / active EE | $0 | $2,264-100.0% | $3,048-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $553 | $3,752-85.3% | $4,738-88.3% | $4,125-86.6% |
| Admin fee / account holder | $303 | $6,840-95.6% | $8,948-96.6% | $5,651-94.6% |