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 | $8,194 | $70,475-88.4% | $100,516-91.8% | $79,858-89.7% |
| Participation rate | 78.9% | 73.7%+5.3pp | 79.4%-0.5pp | 69.6%+9.3pp |
| Annual return | 11.58% | 21.90%-10.3pp | 30.89%-19.3pp | 31.71%-20.1pp |
| Employer contribution / active EE | $1,288 | $2,165-40.5% | $3,418-62.3% | $2,471-47.9% |
| Participant deferral / active EE | $612 | $5,181-88.2% | $6,270-90.2% | $3,740-83.6% |
| Admin fee / account holder | $1,922 | $4,478-57.1% | $8,081-76.2% | $5,306-63.8% |