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 | $1,819 | $98,750-98.2% | $149,696-98.8% | $79,858-97.7% |
| Participation rate | 85.7% | 75.8%+9.9pp | 82.5%+3.2pp | 69.6%+16.1pp |
| Annual return | 1.65% | 27.43%-25.8pp | 276.60%-275.0pp | 31.71%-30.1pp |
| Employer contribution / active EE | $775 | $3,216-75.9% | $4,644-83.3% | $2,471-68.6% |
| Participant deferral / active EE | $1,136 | $5,680-80.0% | $6,842-83.4% | $3,740-69.6% |
| Admin fee / account holder | $942 | $6,053-84.4% | $9,309-89.9% | $5,306-82.2% |