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 8-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 | $12,574 | $78,672-84.0% | $109,143-88.5% | $85,850-85.4% |
| Participation rate | 93.0% | 68.3%+24.7pp | 75.9%+17.1pp | 69.3%+23.7pp |
| Annual return | 10.35% | 25.09%-14.7pp | 25.75%-15.4pp | 318.53%-308.2pp |
| Employer contribution / active EE | $4,046 | $2,735+47.9% | $3,722+8.7% | $2,565+57.7% |
| Participant deferral / active EE | $644 | $3,467-81.4% | $4,653-86.2% | $3,952-83.7% |
| Admin fee / account holder | $745 | $5,469-86.4% | $6,752-89.0% | $6,260-88.1% |