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 7-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 | $4,349 | $176,056-97.5% | $159,436-97.3% | $167,490-97.4% |
| Participation rate | 70.0% | 84.9%-14.9pp | 82.8%-12.8pp | 82.1%-12.1pp |
| Annual return | 2.64% | 331.75%-329.1pp | 263.57%-260.9pp | 478.56%-475.9pp |
| Employer contribution / active EE | $640 | $5,297-87.9% | $4,829-86.8% | $4,837-86.8% |
| Participant deferral / active EE | $1,019 | $7,750-86.9% | $7,352-86.1% | $6,341-83.9% |
| Admin fee / account holder | $506 | $12,554-96.0% | $10,799-95.3% | $12,309-95.9% |