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 | $5,132 | $167,307-96.9% | $143,757-96.4% | $134,475-96.2% |
| Participation rate | 93.8% | 84.8%+8.9pp | 80.3%+13.4pp | 81.2%+12.5pp |
| Annual return | -24.48% | 0.46%-24.9pp | -0.04%-24.4pp | 417.96%-442.4pp |
| Employer contribution / active EE | $1,123 | $5,619-80.0% | $4,951-77.3% | $4,740-76.3% |
| Participant deferral / active EE | $505 | $6,446-92.2% | $5,637-91.0% | $6,400-92.1% |
| Admin fee / account holder | $492 | $18,088-97.3% | $14,673-96.6% | $11,426-95.7% |