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 | $17,341 | $72,277-76.0% | $101,248-82.9% | $79,858-78.3% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 7.19% | 22.30%-15.1pp | 46.47%-39.3pp | 31.71%-24.5pp |
| Employer contribution / active EE | $1,112 | $2,692-58.7% | $3,660-69.6% | $2,471-55.0% |
| Participant deferral / active EE | $493 | $3,282-85.0% | $4,370-88.7% | $3,740-86.8% |
| Admin fee / account holder | $5,266 | $4,400+19.7% | $5,945-11.4% | $5,306-0.8% |