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 | $7,431 | $72,114-89.7% | $108,745-93.2% | $62,891-88.2% |
| Participation rate | 100.0% | 74.6%+25.4pp | 77.7%+22.3pp | 69.3%+30.7pp |
| Annual return | 4.83% | 13.41%-8.6pp | 46.22%-41.4pp | 20.14%-15.3pp |
| Employer contribution / active EE | $518 | $2,694-80.8% | $3,323-84.4% | $2,281-77.3% |
| Participant deferral / active EE | $1,031 | $4,044-74.5% | $5,121-79.9% | $3,203-67.8% |
| Admin fee / account holder | $802 | $4,608-82.6% | $6,144-87.0% | $4,296-81.3% |