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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,607 | $65,041-72.9% | $90,951-80.6% | $79,858-78.0% |
| Participation rate | 96.3% | 61.6%+34.7pp | 69.0%+27.3pp | 69.6%+26.7pp |
| Annual return | 4.09% | 30.45%-26.4pp | 134.60%-130.5pp | 31.71%-27.6pp |
| Employer contribution / active EE | $2,329 | $1,247+86.8% | $2,122+9.8% | $2,471-5.7% |
| Participant deferral / active EE | $0 | $2,512-100.0% | $3,373-100.0% | $3,740-100.0% |
| Admin fee / account holder | $1,163 | $4,536-74.4% | $5,959-80.5% | $5,306-78.1% |