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.
Employer 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 | $4,997 | $85,202-94.1% | $172,739-97.1% | $72,985-93.2% |
| Participation rate | 72.5% | 70.1%+2.4pp | 82.6%-10.1pp | 69.5%+3.0pp |
| Annual return | 1.20% | 27.32%-26.1pp | 802.84%-801.6pp | 81.00%-79.8pp |
| Employer contribution / active EE | $371 | $3,324-88.8% | $5,143-92.8% | $2,440-84.8% |
| Participant deferral / active EE | $629 | $3,260-80.7% | $5,198-87.9% | $3,607-82.6% |
| Admin fee / account holder | $578 | $5,884-90.2% | $13,954-95.9% | $5,124-88.7% |