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 | $9,883 | $56,897-82.6% | $84,750-88.3% | $62,891-84.3% |
| Participation rate | 97.3% | 68.5%+28.8pp | 76.6%+20.7pp | 69.3%+28.0pp |
| Annual return | -0.03% | 6.30%-6.3pp | 22.78%-22.8pp | 20.14%-20.2pp |
| Employer contribution / active EE | $1,512 | $2,400-37.0% | $3,574-57.7% | $2,281-33.7% |
| Participant deferral / active EE | $718 | $2,709-73.5% | $3,712-80.7% | $3,203-77.6% |
| Admin fee / account holder | $2,856 | $3,581-20.2% | $5,332-46.4% | $4,296-33.5% |