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 6-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 | $5,286 | $84,696-93.8% | $75,696-93.0% | $167,490-96.8% |
| Participation rate | 95.7% | 77.8%+17.8pp | 74.8%+20.8pp | 82.1%+13.5pp |
| Annual return | 8.29% | 199.36%-191.1pp | 104.53%-96.2pp | 478.56%-470.3pp |
| Employer contribution / active EE | $971 | $3,230-69.9% | $2,743-64.6% | $4,837-79.9% |
| Participant deferral / active EE | $759 | $4,580-83.4% | $3,821-80.1% | $6,341-88.0% |
| Admin fee / account holder | $1,263 | $5,355-76.4% | $3,619-65.1% | $12,309-89.7% |