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 | $31,131 | $137,414-77.3% | $189,513-83.6% | $85,850-63.7% |
| Participation rate | 97.2% | 84.6%+12.6pp | 87.8%+9.4pp | 69.3%+27.9pp |
| Annual return | 10.38% | 38.14%-27.8pp | 555.15%-544.8pp | 318.53%-308.1pp |
| Employer contribution / active EE | $1,920 | $4,344-55.8% | $6,162-68.8% | $2,565-25.1% |
| Participant deferral / active EE | $2,369 | $6,260-62.1% | $8,221-71.2% | $3,952-40.0% |
| Admin fee / account holder | $3,534 | $8,630-59.1% | $12,045-70.7% | $6,260-43.6% |