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 | $19,001 | $58,828-67.7% | $77,999-75.6% | $62,891-69.8% |
| Participation rate | 86.0% | 71.1%+14.9pp | 75.5%+10.5pp | 69.3%+16.7pp |
| Annual return | 1.05% | 17.16%-16.1pp | 425.96%-424.9pp | 20.14%-19.1pp |
| Employer contribution / active EE | $363 | $1,672-78.3% | $2,470-85.3% | $2,281-84.1% |
| Participant deferral / active EE | $601 | $2,686-77.6% | $3,497-82.8% | $3,203-81.2% |
| Admin fee / account holder | $1,693 | $4,393-61.5% | $5,480-69.1% | $4,296-60.6% |