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 | $40,557 | $148,978-72.8% | $200,582-79.8% | $84,808-52.2% |
| Participation rate | 95.3% | 84.2%+11.1pp | 86.9%+8.5pp | 68.3%+27.0pp |
| Annual return | 10.17% | 28.16%-18.0pp | 42.33%-32.2pp | 40.90%-30.7pp |
| Employer contribution / active EE | $2,044 | $4,815-57.6% | $6,419-68.2% | $2,631-22.3% |
| Participant deferral / active EE | $1,478 | $7,142-79.3% | $9,331-84.2% | $4,212-64.9% |
| Admin fee / account holder | $6,947 | $13,977-50.3% | $16,305-57.4% | $7,344-5.4% |