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 | $13,556 | $115,770-88.3% | $101,248-86.6% | $158,922-91.5% |
| Participation rate | 71.4% | 79.4%-7.9pp | 75.8%-4.4pp | 82.0%-10.5pp |
| Annual return | 2.16% | 56.14%-54.0pp | 46.47%-44.3pp | 302.83%-300.7pp |
| Employer contribution / active EE | $3,143 | $4,175-24.7% | $3,660-14.1% | $4,761-34.0% |
| Participant deferral / active EE | $231 | $4,957-95.3% | $4,370-94.7% | $5,982-96.1% |
| Admin fee / account holder | $3,091 | $7,245-57.3% | $5,945-48.0% | $11,246-72.5% |