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 4-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 | $5,003 | $80,717-93.8% | $154,803-96.8% | $84,808-94.1% |
| Participation rate | 90.6% | 66.8%+23.8pp | 78.1%+12.6pp | 68.3%+22.3pp |
| Annual return | 12.82% | 37.96%-25.1pp | 58.88%-46.1pp | 40.90%-28.1pp |
| Employer contribution / active EE | $313 | $2,761-88.7% | $4,305-92.7% | $2,631-88.1% |
| Participant deferral / active EE | $645 | $3,303-80.5% | $5,540-88.4% | $4,212-84.7% |
| Admin fee / account holder | $378 | $6,746-94.4% | $14,329-97.4% | $7,344-94.9% |