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 | $13,638 | $63,346-78.5% | $92,233-85.2% | $70,131-80.6% |
| Participation rate | 82.4% | 68.7%+13.7pp | 76.5%+5.9pp | 69.5%+12.8pp |
| Annual return | 10.13% | 530.12%-520.0pp | 176.28%-166.2pp | 73.14%-63.0pp |
| Employer contribution / active EE | $2,333 | $2,471-5.6% | $3,679-36.6% | $2,342-0.4% |
| Participant deferral / active EE | $167 | $2,854-94.1% | $3,897-95.7% | $3,332-95.0% |
| Admin fee / account holder | $717 | $3,840-81.3% | $5,194-86.2% | $4,645-84.6% |