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 | $12,388 | $63,346-80.4% | $92,233-86.6% | $70,131-82.3% |
| Participation rate | 97.7% | 68.7%+29.1pp | 76.5%+21.2pp | 69.5%+28.2pp |
| Annual return | 8.02% | 530.12%-522.1pp | 176.28%-168.3pp | 73.14%-65.1pp |
| Employer contribution / active EE | $1,165 | $2,471-52.8% | $3,679-68.3% | $2,342-50.3% |
| Participant deferral / active EE | $512 | $2,854-82.0% | $3,897-86.9% | $3,332-84.6% |
| Admin fee / account holder | $981 | $3,840-74.5% | $5,194-81.1% | $4,645-78.9% |