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 | $8,426 | $103,376-91.8% | $87,100-90.3% | $152,861-94.5% |
| Participation rate | 94.4% | 79.3%+15.1pp | 76.9%+17.6pp | 82.4%+12.0pp |
| Annual return | 5.86% | 28.10%-22.2pp | 28.19%-22.3pp | 345.32%-339.5pp |
| Employer contribution / active EE | $1,004 | $3,220-68.8% | $2,521-60.2% | $4,762-78.9% |
| Participant deferral / active EE | $1,150 | $4,778-75.9% | $4,049-71.6% | $5,850-80.3% |
| Admin fee / account holder | $4,104 | $12,205-66.4% | $7,497-45.2% | $11,596-64.6% |