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 | $12,756 | $88,707-85.6% | $74,183-82.8% | $273,961-95.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 0.46% | 11.94%-11.5pp | 17.74%-17.3pp | 41.45%-41.0pp |
| Employer contribution / active EE | $1,005 | $3,159-68.2% | $2,370-57.6% | $4,869-79.4% |
| Participant deferral / active EE | $448 | $4,212-89.4% | $3,550-87.4% | $5,287-91.5% |
| Admin fee / account holder | $22,491 | $8,717+158.0% | $5,586+302.6% | $10,132+122.0% |