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 | $7,385 | $82,664-91.1% | $125,339-94.1% | $68,494-89.2% |
| Participation rate | 86.2% | 75.0%+11.2pp | 82.4%+3.8pp | 67.9%+18.3pp |
| Annual return | -21.49% | -5.97%-15.5pp | 572.05%-593.5pp | -7.84%-13.6pp |
| Employer contribution / active EE | $431 | $3,381-87.2% | $4,814-91.0% | $2,596-83.4% |
| Participant deferral / active EE | $1,594 | $6,110-73.9% | $7,446-78.6% | $4,027-60.4% |
| Admin fee / account holder | $514 | $6,275-91.8% | $10,010-94.9% | $5,403-90.5% |