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 | $33,427 | $131,893-74.7% | $303,047-89.0% | $116,875-71.4% |
| Participation rate | 97.0% | 79.5%+17.5pp | 87.1%+9.9pp | 74.5%+22.5pp |
| Annual return | 9.56% | 15.41%-5.9pp | 2.47%+7.1pp | 16.29%-6.7pp |
| Employer contribution / active EE | $2,239 | $3,467-35.4% | $7,418-69.8% | $3,288-31.9% |
| Participant deferral / active EE | $0 | $4,183-100.0% | $5,070-100.0% | $3,885-100.0% |
| Admin fee / account holder | $971 | $14,721-93.4% | $39,333-97.5% | $12,263-92.1% |