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 | $13,736 | $80,968-83.0% | $96,544-85.8% | $75,163-81.7% |
| Participation rate | 89.3% | 71.8%+17.5pp | 76.0%+13.3pp | 67.2%+22.1pp |
| Annual return | 11.60% | 27.06%-15.5pp | 25.84%-14.2pp | 160.62%-149.0pp |
| Employer contribution / active EE | $1,737 | $2,282-23.9% | $2,965-41.4% | $2,670-34.9% |
| Participant deferral / active EE | $1,034 | $3,928-73.7% | $4,851-78.7% | $4,125-74.9% |
| Admin fee / account holder | $2,410 | $6,724-64.2% | $8,252-70.8% | $5,651-57.4% |