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 | $4,963 | $85,766-94.2% | $136,294-96.4% | $70,131-92.9% |
| Participation rate | 87.0% | 74.2%+12.8pp | 81.9%+5.0pp | 69.5%+17.4pp |
| Annual return | 13.92% | 31.45%-17.5pp | 5155.94%-5142.0pp | 73.14%-59.2pp |
| Employer contribution / active EE | $618 | $2,966-79.2% | $4,695-86.8% | $2,342-73.6% |
| Participant deferral / active EE | $968 | $5,051-80.8% | $6,247-84.5% | $3,332-70.9% |
| Admin fee / account holder | $510 | $5,420-90.6% | $9,243-94.5% | $4,645-89.0% |