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 4-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 | $4,245 | $106,584-96.0% | $101,326-95.8% | $142,382-97.0% |
| Participation rate | 87.0% | 82.7%+4.3pp | 81.5%+5.5pp | 80.1%+6.8pp |
| Annual return | 12.46% | 36.93%-24.5pp | 36.82%-24.4pp | 217.08%-204.6pp |
| Employer contribution / active EE | $0 | $3,956-100.0% | $3,665-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $1,752 | $8,297-78.9% | $7,994-78.1% | $6,507-73.1% |
| Admin fee / account holder | $3,100 | $11,446-72.9% | $11,185-72.3% | $12,624-75.4% |