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 9-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 | $10,909 | $72,492-85.0% | $87,100-87.5% | $72,985-85.1% |
| Participation rate | 98.2% | 72.8%+25.4pp | 76.9%+21.4pp | 69.5%+28.8pp |
| Annual return | 2.21% | 24.46%-22.2pp | 28.19%-26.0pp | 81.00%-78.8pp |
| Employer contribution / active EE | $843 | $1,894-55.5% | $2,521-66.5% | $2,440-65.4% |
| Participant deferral / active EE | $1,125 | $3,270-65.6% | $4,049-72.2% | $3,607-68.8% |
| Admin fee / account holder | $1,746 | $5,055-65.5% | $7,497-76.7% | $5,124-65.9% |