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 | $15,479 | $85,766-82.0% | $136,294-88.6% | $70,131-77.9% |
| Participation rate | 72.0% | 74.2%-2.2pp | 81.9%-9.9pp | 69.5%+2.5pp |
| Annual return | 10.84% | 31.45%-20.6pp | 5155.94%-5145.1pp | 73.14%-62.3pp |
| Employer contribution / active EE | $1,030 | $2,966-65.3% | $4,695-78.1% | $2,342-56.0% |
| Participant deferral / active EE | $1,643 | $5,051-67.5% | $6,247-73.7% | $3,332-50.7% |
| Admin fee / account holder | $17,875 | $5,420+229.8% | $9,243+93.4% | $4,645+284.8% |