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 | $25,462 | $78,705-67.6% | $117,854-78.4% | $70,131-63.7% |
| Participation rate | 72.0% | 73.2%-1.2pp | 79.7%-7.7pp | 69.5%+2.5pp |
| Annual return | 5.13% | 23.30%-18.2pp | 335.08%-330.0pp | 73.14%-68.0pp |
| Employer contribution / active EE | $857 | $2,223-61.4% | $3,786-77.4% | $2,342-63.4% |
| Participant deferral / active EE | $1,327 | $3,297-59.8% | $4,482-70.4% | $3,332-60.2% |
| Admin fee / account holder | $699 | $5,065-86.2% | $8,020-91.3% | $4,645-84.9% |