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 | $14,758 | $57,976-74.5% | $62,995-76.6% | $62,292-76.3% |
| Participation rate | 100.0% | 75.9%+24.1pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 11.56% | 17.54%-6.0pp | 87.57%-76.0pp | 28.90%-17.3pp |
| Employer contribution / active EE | $736 | $2,415-69.5% | $2,759-73.3% | $2,042-64.0% |
| Participant deferral / active EE | $497 | $2,956-83.2% | $3,329-85.1% | $3,169-84.3% |
| Admin fee / account holder | $774 | $276+180.6% | $3,600-78.5% | $479+61.4% |