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 8-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 | $15,191 | $106,749-85.8% | $145,433-89.6% | $82,448-81.6% |
| Participation rate | 74.1% | 75.6%-1.6pp | 82.1%-8.0pp | 68.1%+6.0pp |
| Annual return | 10.47% | 27.59%-17.1pp | 66.58%-56.1pp | 41.64%-31.2pp |
| Employer contribution / active EE | $1,711 | $3,444-50.3% | $4,554-62.4% | $2,551-32.9% |
| Participant deferral / active EE | $2,080 | $6,519-68.1% | $7,897-73.7% | $4,139-49.8% |
| Admin fee / account holder | $675 | $8,390-92.0% | $13,129-94.9% | $7,234-90.7% |