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 | $17,765 | $52,467-66.1% | $57,179-68.9% | $55,167-67.8% |
| Participation rate | 98.2% | 75.8%+22.4pp | 75.3%+22.9pp | 69.0%+29.3pp |
| Annual return | 0.05% | 7.72%-7.7pp | 14.59%-14.5pp | 169.23%-169.2pp |
| Employer contribution / active EE | $497 | $2,477-79.9% | $2,682-81.5% | $1,963-74.7% |
| Participant deferral / active EE | $948 | $2,830-66.5% | $3,096-69.4% | $3,054-69.0% |
| Admin fee / account holder | $604 | $269+124.6% | $3,139-80.8% | $504+19.9% |