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 | $40,626 | $123,793-67.2% | $177,821-77.2% | $79,858-49.1% |
| Participation rate | 76.9% | 84.7%-7.7pp | 87.7%-10.8pp | 69.6%+7.3pp |
| Annual return | 2.57% | 22.82%-20.2pp | 48.32%-45.7pp | 31.71%-29.1pp |
| Employer contribution / active EE | $1,757 | $4,095-57.1% | $5,918-70.3% | $2,471-28.9% |
| Participant deferral / active EE | $1,468 | $5,956-75.4% | $7,714-81.0% | $3,740-60.8% |
| Admin fee / account holder | $2,097 | $7,243-71.0% | $12,427-83.1% | $5,306-60.5% |