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 | $9,210 | $70,475-86.9% | $100,516-90.8% | $79,858-88.5% |
| Participation rate | 97.1% | 73.7%+23.5pp | 79.4%+17.7pp | 69.6%+27.5pp |
| Annual return | 8.85% | 21.90%-13.0pp | 30.89%-22.0pp | 31.71%-22.9pp |
| Employer contribution / active EE | $0 | $2,165-100.0% | $3,418-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $567 | $5,181-89.1% | $6,270-91.0% | $3,740-84.8% |
| Admin fee / account holder | $872 | $4,478-80.5% | $8,081-89.2% | $5,306-83.6% |