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 | $19,882 | $100,041-80.1% | $149,718-86.7% | $70,131-71.7% |
| Participation rate | 96.9% | 83.6%+13.3pp | 87.1%+9.8pp | 69.5%+27.3pp |
| Annual return | 5.10% | 27.43%-22.3pp | 1501.63%-1496.5pp | 73.14%-68.0pp |
| Employer contribution / active EE | $1,722 | $3,662-53.0% | $5,445-68.4% | $2,342-26.5% |
| Participant deferral / active EE | $325 | $4,983-93.5% | $6,569-95.1% | $3,332-90.2% |
| Admin fee / account holder | $338 | $8,286-95.9% | $11,283-97.0% | $4,645-92.7% |