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 | $7,467 | $49,227-84.8% | $70,449-89.4% | $79,858-90.6% |
| Participation rate | 80.8% | 69.2%+11.6pp | 75.1%+5.7pp | 69.6%+11.1pp |
| Annual return | 2.84% | 30.06%-27.2pp | 109.03%-106.2pp | 31.71%-28.9pp |
| Employer contribution / active EE | $892 | $2,099-57.5% | $2,737-67.4% | $2,471-63.9% |
| Participant deferral / active EE | $474 | $2,768-82.9% | $3,709-87.2% | $3,740-87.3% |
| Admin fee / account holder | $1,549 | $2,878-46.2% | $3,845-59.7% | $5,306-70.8% |