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 | $28,885 | $109,359-73.6% | $162,163-82.2% | $72,985-60.4% |
| Participation rate | 77.8% | 84.3%-6.5pp | 87.6%-9.8pp | 69.5%+8.3pp |
| Annual return | 13.54% | 25.46%-11.9pp | 115.59%-102.0pp | 81.00%-67.5pp |
| Employer contribution / active EE | $0 | $3,907-100.0% | $5,614-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,766 | $5,481-67.8% | $7,298-75.8% | $3,607-51.0% |
| Admin fee / account holder | $581 | $7,972-92.7% | $10,843-94.6% | $5,124-88.7% |