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 | $8,743 | $53,822-83.8% | $75,696-88.4% | $85,850-89.8% |
| Participation rate | 80.8% | 69.1%+11.7pp | 74.8%+5.9pp | 69.3%+11.5pp |
| Annual return | 11.50% | 24.54%-13.0pp | 104.53%-93.0pp | 318.53%-307.0pp |
| Employer contribution / active EE | $566 | $2,017-71.9% | $2,743-79.3% | $2,565-77.9% |
| Participant deferral / active EE | $317 | $2,895-89.0% | $3,821-91.7% | $3,952-92.0% |
| Admin fee / account holder | $2,716 | $3,343-18.7% | $3,619-24.9% | $6,260-56.6% |