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 | $17,585 | $78,672-77.6% | $109,143-83.9% | $85,850-79.5% |
| Participation rate | 94.7% | 68.3%+26.5pp | 75.9%+18.9pp | 69.3%+25.4pp |
| Annual return | 11.14% | 25.09%-13.9pp | 25.75%-14.6pp | 318.53%-307.4pp |
| Employer contribution / active EE | $792 | $2,735-71.0% | $3,722-78.7% | $2,565-69.1% |
| Participant deferral / active EE | $589 | $3,467-83.0% | $4,653-87.3% | $3,952-85.1% |
| Admin fee / account holder | $1,504 | $5,469-72.5% | $6,752-77.7% | $6,260-76.0% |