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 | $8,890 | $31,388-71.7% | $73,545-87.9% | $62,292-85.7% |
| Participation rate | 99.2% | 39.9%+59.3pp | 54.9%+44.2pp | 69.5%+29.6pp |
| Annual return | 6.78% | 25.34%-18.6pp | -15.16%+21.9pp | 28.90%-22.1pp |
| Employer contribution / active EE | $759 | $498+52.4% | $1,219-37.7% | $2,042-62.8% |
| Participant deferral / active EE | $0 | $1,028-100.0% | $1,806-100.0% | $3,169-100.0% |
| Admin fee / account holder | $1,231 | $299+311.2% | $2,320-46.9% | $479+156.8% |