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.)
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 | $10,832 | $65,409-83.4% | $98,442-89.0% | $85,850-87.4% |
| Participation rate | 93.3% | 65.0%+28.3pp | 73.3%+20.0pp | 69.3%+24.0pp |
| Annual return | 0.00% | 21.76%-21.8pp | 1492.73%-1492.7pp | 318.53%-318.5pp |
| Employer contribution / active EE | $174 | $2,168-92.0% | $2,960-94.1% | $2,565-93.2% |
| Participant deferral / active EE | $864 | $3,166-72.7% | $4,276-79.8% | $3,952-78.1% |
| Admin fee / account holder | $362 | $4,593-92.1% | $5,949-93.9% | $6,260-94.2% |