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 | $10,019 | $43,327-76.9% | $59,878-83.3% | $64,186-84.4% |
| Participation rate | 72.3% | 69.2%+3.2pp | 74.7%-2.4pp | 69.6%+2.8pp |
| Annual return | -7.46% | -1.55%-5.9pp | 3.46%-10.9pp | 7.63%-15.1pp |
| Employer contribution / active EE | $828 | $2,028-59.2% | $2,722-69.6% | $2,381-65.2% |
| Participant deferral / active EE | $271 | $2,546-89.3% | $3,402-92.0% | $3,470-92.2% |
| Admin fee / account holder | $878 | $3,005-70.8% | $3,590-75.5% | $4,888-82.0% |