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 | $30,335 | $91,552-66.9% | $133,956-77.4% | $79,858-62.0% |
| Participation rate | 80.9% | 73.3%+7.5pp | 79.8%+1.0pp | 69.6%+11.2pp |
| Annual return | 7.71% | 61.85%-54.1pp | 45.09%-37.4pp | 31.71%-24.0pp |
| Employer contribution / active EE | $647 | $2,384-72.9% | $3,919-83.5% | $2,471-73.8% |
| Participant deferral / active EE | $1,343 | $3,733-64.0% | $5,048-73.4% | $3,740-64.1% |
| Admin fee / account holder | $1,263 | $6,321-80.0% | $8,927-85.9% | $5,306-76.2% |