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 | $7,415 | $45,035-83.5% | $62,995-88.2% | $70,131-89.4% |
| Participation rate | 71.1% | 69.5%+1.5pp | 74.8%-3.8pp | 69.5%+1.5pp |
| Annual return | 7.02% | 18.76%-11.7pp | 87.57%-80.5pp | 73.14%-66.1pp |
| Employer contribution / active EE | $0 | $2,051-100.0% | $2,759-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $378 | $2,465-84.7% | $3,329-88.6% | $3,332-88.7% |
| Admin fee / account holder | $989 | $2,834-65.1% | $3,600-72.5% | $4,645-78.7% |