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 | $36,273 | $123,793-70.7% | $177,821-79.6% | $79,858-54.6% |
| Participation rate | 73.3% | 84.7%-11.3pp | 87.7%-14.4pp | 69.6%+3.7pp |
| Annual return | 5.80% | 22.82%-17.0pp | 48.32%-42.5pp | 31.71%-25.9pp |
| Employer contribution / active EE | $2,400 | $4,095-41.4% | $5,918-59.4% | $2,471-2.9% |
| Participant deferral / active EE | $285 | $5,956-95.2% | $7,714-96.3% | $3,740-92.4% |
| Admin fee / account holder | $593 | $7,243-91.8% | $12,427-95.2% | $5,306-88.8% |