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 | $25,655 | $80,968-68.3% | $96,544-73.4% | $75,163-65.9% |
| Participation rate | 80.8% | 71.8%+9.1pp | 76.0%+4.9pp | 67.2%+13.6pp |
| Annual return | 7.10% | 27.06%-20.0pp | 25.84%-18.7pp | 160.62%-153.5pp |
| Employer contribution / active EE | $2,396 | $2,282+5.0% | $2,965-19.2% | $2,670-10.3% |
| Participant deferral / active EE | $1,562 | $3,928-60.2% | $4,851-67.8% | $4,125-62.1% |
| Admin fee / account holder | $25,766 | $6,724+283.2% | $8,252+212.2% | $5,651+356.0% |