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 | $20,221 | $86,929-76.7% | $102,423-80.3% | $80,856-75.0% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | 9.95% | 18.88%-8.9pp | 29.32%-19.4pp | 35.59%-25.6pp |
| Employer contribution / active EE | $1,030 | $2,369-56.5% | $3,023-65.9% | $2,755-62.6% |
| Participant deferral / active EE | $512 | $4,118-87.6% | $5,053-89.9% | $4,296-88.1% |
| Admin fee / account holder | $1,895 | $8,049-76.5% | $9,451-80.0% | $6,918-72.6% |