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 | $17,170 | $85,766-80.0% | $136,294-87.4% | $70,131-75.5% |
| Participation rate | 77.0% | 74.2%+2.9pp | 81.9%-4.9pp | 69.5%+7.5pp |
| Annual return | 12.49% | 31.45%-19.0pp | 5155.94%-5143.4pp | 73.14%-60.6pp |
| Employer contribution / active EE | $1,311 | $2,966-55.8% | $4,695-72.1% | $2,342-44.0% |
| Participant deferral / active EE | $1,183 | $5,051-76.6% | $6,247-81.1% | $3,332-64.5% |
| Admin fee / account holder | $635 | $5,420-88.3% | $9,243-93.1% | $4,645-86.3% |