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 | $12,928 | $100,901-87.2% | $75,670-82.9% | $147,584-91.2% |
| Participation rate | 95.8% | 77.1%+18.7pp | 72.3%+23.5pp | 82.8%+13.0pp |
| Annual return | 3.05% | 35.78%-32.7pp | 27.34%-24.3pp | 578.55%-575.5pp |
| Employer contribution / active EE | $3,413 | $3,253+4.9% | $2,352+45.1% | $4,876-30.0% |
| Participant deferral / active EE | $60 | $4,027-98.5% | $3,142-98.1% | $5,439-98.9% |
| Admin fee / account holder | $466 | $11,285-95.9% | $5,800-92.0% | $10,885-95.7% |