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 | $6,342 | $91,190-93.0% | $178,490-96.4% | $79,858-92.1% |
| Participation rate | 93.0% | 69.2%+23.8pp | 81.9%+11.1pp | 69.6%+23.3pp |
| Annual return | 4.04% | 24.19%-20.2pp | 151.07%-147.0pp | 31.71%-27.7pp |
| Employer contribution / active EE | $1,014 | $3,256-68.8% | $5,011-79.8% | $2,471-58.9% |
| Participant deferral / active EE | $562 | $3,236-82.6% | $5,202-89.2% | $3,740-85.0% |
| Admin fee / account holder | $1,450 | $6,751-78.5% | $13,984-89.6% | $5,306-72.7% |