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 | $9,315 | $85,202-89.1% | $172,739-94.6% | $72,985-87.2% |
| Participation rate | 98.1% | 70.1%+28.1pp | 82.6%+15.5pp | 69.5%+28.6pp |
| Annual return | 11.98% | 27.32%-15.3pp | 802.84%-790.9pp | 81.00%-69.0pp |
| Employer contribution / active EE | $521 | $3,324-84.3% | $5,143-89.9% | $2,440-78.7% |
| Participant deferral / active EE | $889 | $3,260-72.7% | $5,198-82.9% | $3,607-75.4% |
| Admin fee / account holder | $2,439 | $5,884-58.6% | $13,954-82.5% | $5,124-52.4% |