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.)
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 | $11,701 | $91,190-87.2% | $178,490-93.4% | $79,858-85.3% |
| Participation rate | 74.3% | 69.2%+5.1pp | 81.9%-7.6pp | 69.6%+4.7pp |
| Annual return | 12.06% | 24.19%-12.1pp | 151.07%-139.0pp | 31.71%-19.7pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $795 | $3,236-75.4% | $5,202-84.7% | $3,740-78.8% |
| Admin fee / account holder | $1,301 | $6,751-80.7% | $13,984-90.7% | $5,306-75.5% |