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 | $24,560 | $109,359-77.5% | $162,163-84.9% | $72,985-66.3% |
| Participation rate | 72.1% | 84.3%-12.2pp | 87.6%-15.5pp | 69.5%+2.6pp |
| Annual return | 17.20% | 25.46%-8.3pp | 115.59%-98.4pp | 81.00%-63.8pp |
| Employer contribution / active EE | $0 | $3,907-100.0% | $5,614-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,262 | $5,481-77.0% | $7,298-82.7% | $3,607-65.0% |
| Admin fee / account holder | $354 | $7,972-95.6% | $10,843-96.7% | $5,124-93.1% |