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 | $8,204 | $124,281-93.4% | $109,143-92.5% | $167,490-95.1% |
| Participation rate | 75.0% | 79.4%-4.4pp | 75.9%-0.9pp | 82.1%-7.1pp |
| Annual return | 5.09% | 26.04%-20.9pp | 25.75%-20.7pp | 478.56%-473.5pp |
| Employer contribution / active EE | $7,375 | $4,207+75.3% | $3,722+98.2% | $4,837+52.5% |
| Participant deferral / active EE | $94 | $5,255-98.2% | $4,653-98.0% | $6,341-98.5% |
| Admin fee / account holder | $4,401 | $7,970-44.8% | $6,752-34.8% | $12,309-64.2% |