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 | $29,645 | $95,803-69.1% | $113,168-73.8% | $84,808-65.0% |
| Participation rate | 90.2% | 72.9%+17.3pp | 76.6%+13.6pp | 68.3%+21.9pp |
| Annual return | 11.90% | 25.00%-13.1pp | 24.27%-12.4pp | 40.90%-29.0pp |
| Employer contribution / active EE | $698 | $2,360-70.4% | $2,975-76.5% | $2,631-73.5% |
| Participant deferral / active EE | $1,950 | $4,242-54.0% | $5,107-61.8% | $4,212-53.7% |
| Admin fee / account holder | $1,532 | $8,989-83.0% | $12,068-87.3% | $7,344-79.1% |