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 | $4,570 | $177,572-97.4% | $154,803-97.0% | $142,382-96.8% |
| Participation rate | 78.9% | 82.1%-3.1pp | 78.1%+0.9pp | 80.1%-1.2pp |
| Annual return | 6.33% | 65.07%-58.7pp | 58.88%-52.6pp | 217.08%-210.7pp |
| Employer contribution / active EE | $388 | $4,810-91.9% | $4,305-91.0% | $4,299-91.0% |
| Participant deferral / active EE | $692 | $6,272-89.0% | $5,540-87.5% | $6,507-89.4% |
| Admin fee / account holder | $7,864 | $16,786-53.2% | $14,329-45.1% | $12,624-37.7% |