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 | $9,937 | $89,753-88.9% | $107,525-90.8% | $84,808-88.3% |
| Participation rate | 80.8% | 68.1%+12.7pp | 75.1%+5.7pp | 68.3%+12.5pp |
| Annual return | 4.87% | 29.48%-24.6pp | 181.32%-176.5pp | 40.90%-36.0pp |
| Employer contribution / active EE | $31 | $3,113-99.0% | $3,754-99.2% | $2,631-98.8% |
| Participant deferral / active EE | $980 | $4,056-75.8% | $5,116-80.8% | $4,212-76.7% |
| Admin fee / account holder | $761 | $7,222-89.5% | $8,919-91.5% | $7,344-89.6% |