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.)
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 | $1,805 | $77,896-97.7% | $134,172-98.7% | $82,448-97.8% |
| Participation rate | 100.0% | 62.8%+37.2pp | 72.5%+27.5pp | 68.1%+31.9pp |
| Annual return | 9.74% | 18.21%-8.5pp | 25.30%-15.6pp | 41.64%-31.9pp |
| Employer contribution / active EE | $40 | $2,159-98.1% | $3,420-98.8% | $2,551-98.4% |
| Participant deferral / active EE | $225 | $3,162-92.9% | $4,690-95.2% | $4,139-94.6% |
| Admin fee / account holder | $401 | $6,336-93.7% | $12,016-96.7% | $7,234-94.5% |