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 | $17,632 | $77,503-77.3% | $100,391-82.4% | $80,856-78.2% |
| Participation rate | 100.0% | 76.9%+23.1pp | 81.5%+18.5pp | 67.6%+32.4pp |
| Annual return | 5.64% | 37.20%-31.6pp | 49.20%-43.6pp | 35.59%-30.0pp |
| Employer contribution / active EE | $1,230 | $2,801-56.1% | $3,942-68.8% | $2,755-55.4% |
| Participant deferral / active EE | $2,044 | $6,820-70.0% | $8,082-74.7% | $4,296-52.4% |
| Admin fee / account holder | $735 | $5,897-87.5% | $7,899-90.7% | $6,918-89.4% |