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 6-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 | $8,732 | $80,673-89.2% | $101,326-91.4% | $84,808-89.7% |
| Participation rate | 81.6% | 77.8%+3.8pp | 81.5%+0.1pp | 68.3%+13.3pp |
| Annual return | 5.57% | 38.95%-33.4pp | 36.82%-31.2pp | 40.90%-35.3pp |
| Employer contribution / active EE | $666 | $2,698-75.3% | $3,665-81.8% | $2,631-74.7% |
| Participant deferral / active EE | $1,684 | $6,840-75.4% | $7,994-78.9% | $4,212-60.0% |
| Admin fee / account holder | $573 | $12,784-95.5% | $11,185-94.9% | $7,344-92.2% |