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 | $24,565 | $94,625-74.0% | $116,228-78.9% | $84,808-71.0% |
| Participation rate | 93.0% | 70.4%+22.5pp | 74.6%+18.4pp | 68.3%+24.6pp |
| Annual return | 10.95% | 20.40%-9.5pp | 90.06%-79.1pp | 40.90%-29.9pp |
| Employer contribution / active EE | $785 | $2,347-66.5% | $2,994-73.8% | $2,631-70.1% |
| Participant deferral / active EE | $1,663 | $3,972-58.1% | $4,953-66.4% | $4,212-60.5% |
| Admin fee / account holder | $8,582 | $10,091-15.0% | $11,989-28.4% | $7,344+16.9% |