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 | $17,058 | $95,803-82.2% | $113,168-84.9% | $84,808-79.9% |
| Participation rate | 79.1% | 72.9%+6.2pp | 76.6%+2.5pp | 68.3%+10.8pp |
| Annual return | 2.85% | 25.00%-22.2pp | 24.27%-21.4pp | 40.90%-38.0pp |
| Employer contribution / active EE | $1,167 | $2,360-50.6% | $2,975-60.8% | $2,631-55.7% |
| Participant deferral / active EE | $1,484 | $4,242-65.0% | $5,107-70.9% | $4,212-64.8% |
| Admin fee / account holder | $5,255 | $8,989-41.5% | $12,068-56.5% | $7,344-28.4% |