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 | $7,727 | $83,477-90.7% | $125,175-93.8% | $72,985-89.4% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.5%+30.5pp |
| Annual return | 11.87% | 25.78%-13.9pp | 43.79%-31.9pp | 81.00%-69.1pp |
| Employer contribution / active EE | $2,700 | $2,345+15.1% | $3,865-30.1% | $2,440+10.7% |
| Participant deferral / active EE | $588 | $3,585-83.6% | $4,937-88.1% | $3,607-83.7% |
| Admin fee / account holder | $563 | $5,517-89.8% | $9,702-94.2% | $5,124-89.0% |