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 4-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 | $9,921 | $178,174-94.4% | $156,181-93.6% | $137,256-92.8% |
| Participation rate | 71.4% | 82.0%-10.6pp | 78.8%-7.4pp | 80.0%-8.5pp |
| Annual return | 4.01% | 84.19%-80.2pp | 64.87%-60.9pp | 220.34%-216.3pp |
| Employer contribution / active EE | $1,195 | $4,972-76.0% | $4,294-72.2% | $4,156-71.2% |
| Participant deferral / active EE | $1,195 | $6,888-82.6% | $6,132-80.5% | $6,407-81.3% |
| Admin fee / account holder | $2,583 | $17,404-85.2% | $14,586-82.3% | $12,270-79.0% |