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 6-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 | $7,443 | $81,208-90.8% | $98,907-92.5% | $79,858-90.7% |
| Participation rate | 78.3% | 72.5%+5.8pp | 76.0%+2.2pp | 69.6%+8.6pp |
| Annual return | 9.05% | 60.99%-51.9pp | 196.43%-187.4pp | 31.71%-22.7pp |
| Employer contribution / active EE | $1,001 | $1,960-48.9% | $2,689-62.8% | $2,471-59.5% |
| Participant deferral / active EE | $1,340 | $3,265-58.9% | $4,244-68.4% | $3,740-64.2% |
| Admin fee / account holder | $697 | $6,013-88.4% | $6,642-89.5% | $5,306-86.9% |