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 | $14,298 | $84,233-83.0% | $170,442-91.6% | $70,131-79.6% |
| Participation rate | 90.4% | 70.8%+19.6pp | 83.6%+6.8pp | 69.5%+20.8pp |
| Annual return | 9.29% | 23.06%-13.8pp | 205.93%-196.6pp | 73.14%-63.8pp |
| Employer contribution / active EE | $262 | $3,387-92.3% | $5,433-95.2% | $2,342-88.8% |
| Participant deferral / active EE | $836 | $3,086-72.9% | $4,939-83.1% | $3,332-74.9% |
| Admin fee / account holder | $1,346 | $5,698-76.4% | $13,880-90.3% | $4,645-71.0% |