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 | $35,751 | $138,347-74.2% | $184,203-80.6% | $80,856-55.8% |
| Participation rate | 96.5% | 83.9%+12.6pp | 86.8%+9.7pp | 67.6%+28.8pp |
| Annual return | 5.79% | 20.02%-14.2pp | 28.81%-23.0pp | 35.59%-29.8pp |
| Employer contribution / active EE | $2,642 | $4,850-45.5% | $6,427-58.9% | $2,755-4.1% |
| Participant deferral / active EE | $2,570 | $7,071-63.7% | $9,131-71.9% | $4,296-40.2% |
| Admin fee / account holder | $414 | $10,483-96.1% | $13,901-97.0% | $6,918-94.0% |