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 | $17,222 | $91,552-81.2% | $133,956-87.1% | $79,858-78.4% |
| Participation rate | 79.2% | 73.3%+5.9pp | 79.8%-0.6pp | 69.6%+9.6pp |
| Annual return | 10.03% | 61.85%-51.8pp | 45.09%-35.1pp | 31.71%-21.7pp |
| Employer contribution / active EE | $709 | $2,384-70.3% | $3,919-81.9% | $2,471-71.3% |
| Participant deferral / active EE | $859 | $3,733-77.0% | $5,048-83.0% | $3,740-77.0% |
| Admin fee / account holder | $4,183 | $6,321-33.8% | $8,927-53.1% | $5,306-21.2% |