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 5-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 | $15,593 | $79,944-80.5% | $98,439-84.2% | $75,163-79.3% |
| Participation rate | 83.9% | 70.4%+13.5pp | 75.2%+8.7pp | 67.2%+16.7pp |
| Annual return | 12.18% | 19.75%-7.6pp | 21.16%-9.0pp | 160.62%-148.4pp |
| Employer contribution / active EE | $1,170 | $2,264-48.3% | $3,048-61.6% | $2,670-56.2% |
| Participant deferral / active EE | $996 | $3,752-73.4% | $4,738-79.0% | $4,125-75.8% |
| Admin fee / account holder | $739 | $6,840-89.2% | $8,948-91.7% | $5,651-86.9% |