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 | $21,143 | $125,758-83.2% | $169,993-87.6% | $75,163-71.9% |
| Participation rate | 76.2% | 83.6%-7.4pp | 87.0%-10.8pp | 67.2%+9.0pp |
| Annual return | 11.09% | 27.20%-16.1pp | 53.37%-42.3pp | 160.62%-149.5pp |
| Employer contribution / active EE | $2,114 | $4,615-54.2% | $6,785-68.8% | $2,670-20.8% |
| Participant deferral / active EE | $2,000 | $6,837-70.8% | $10,408-80.8% | $4,125-51.5% |
| Admin fee / account holder | $4,846 | $8,173-40.7% | $12,815-62.2% | $5,651-14.2% |