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 | $13,174 | $48,570-72.9% | $130,648-89.9% | $72,985-81.9% |
| Participation rate | 76.6% | 58.6%+18.0pp | 71.7%+4.9pp | 69.5%+7.1pp |
| Annual return | 4.86% | 38.63%-33.8pp | 1708.96%-1704.1pp | 81.00%-76.1pp |
| Employer contribution / active EE | $86 | $1,334-93.6% | $4,092-97.9% | $2,440-96.5% |
| Participant deferral / active EE | $627 | $2,384-73.7% | $3,603-82.6% | $3,607-82.6% |
| Admin fee / account holder | $1,209 | $3,549-65.9% | $5,464-77.9% | $5,124-76.4% |