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 | $11,450 | $81,460-85.9% | $103,333-88.9% | $80,856-85.8% |
| Participation rate | 88.5% | 66.8%+21.6pp | 74.5%+14.0pp | 67.6%+20.8pp |
| Annual return | 7.06% | 25.55%-18.5pp | 24.88%-17.8pp | 35.59%-28.5pp |
| Employer contribution / active EE | $2,294 | $3,105-26.1% | $3,868-40.7% | $2,755-16.7% |
| Participant deferral / active EE | $788 | $3,869-79.6% | $5,057-84.4% | $4,296-81.7% |
| Admin fee / account holder | $879 | $6,566-86.6% | $8,355-89.5% | $6,918-87.3% |