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 | $10,920 | $176,056-93.8% | $159,436-93.2% | $167,490-93.5% |
| Participation rate | 75.0% | 84.9%-9.9pp | 82.8%-7.8pp | 82.1%-7.1pp |
| Annual return | 2.37% | 331.75%-329.4pp | 263.57%-261.2pp | 478.56%-476.2pp |
| Employer contribution / active EE | $1,156 | $5,297-78.2% | $4,829-76.1% | $4,837-76.1% |
| Participant deferral / active EE | $795 | $7,750-89.7% | $7,352-89.2% | $6,341-87.5% |
| Admin fee / account holder | $72,952 | $12,554+481.1% | $10,799+575.6% | $12,309+492.7% |