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 | $21,614 | $142,424-84.8% | $100,534-78.5% | $74,304-70.9% |
| Participation rate | 73.1% | 79.6%-6.5pp | 80.6%-7.5pp | 60.3%+12.7pp |
| Annual return | 12.33% | 27.53%-15.2pp | 32.66%-20.3pp | 29.43%-17.1pp |
| Employer contribution / active EE | $0 | $5,555-100.0% | $4,346-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $951 | $8,247-88.5% | $6,144-84.5% | $3,767-74.8% |
| Admin fee / account holder | $6,402 | $1,986+222.4% | $7,654-16.4% | $2,969+115.6% |