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 | $19,398 | $94,529-79.5% | $140,016-86.1% | $64,186-69.8% |
| Participation rate | 96.3% | 84.1%+12.2pp | 87.5%+8.8pp | 69.6%+26.7pp |
| Annual return | -8.85% | 7.77%-16.6pp | 651.12%-660.0pp | 7.63%-16.5pp |
| Employer contribution / active EE | $2,231 | $3,812-41.5% | $5,606-60.2% | $2,381-6.3% |
| Participant deferral / active EE | $406 | $5,250-92.3% | $6,927-94.1% | $3,470-88.3% |
| Admin fee / account holder | $2,922 | $6,741-56.7% | $10,705-72.7% | $4,888-40.2% |