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 | $11,871 | $53,127-77.7% | $86,590-86.3% | $70,131-83.1% |
| Participation rate | 92.5% | 65.3%+27.2pp | 73.5%+19.0pp | 69.5%+23.0pp |
| Annual return | 11.45% | 27.66%-16.2pp | 964.84%-953.4pp | 73.14%-61.7pp |
| Employer contribution / active EE | $1,642 | $2,068-20.6% | $2,839-42.2% | $2,342-29.9% |
| Participant deferral / active EE | $546 | $2,696-79.8% | $3,609-84.9% | $3,332-83.6% |
| Admin fee / account holder | $1,365 | $3,585-61.9% | $4,906-72.2% | $4,645-70.6% |