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 | $2,822 | $84,233-96.6% | $170,442-98.3% | $70,131-96.0% |
| Participation rate | 90.0% | 70.8%+19.2pp | 83.6%+6.4pp | 69.5%+20.5pp |
| Annual return | 4.67% | 23.06%-18.4pp | 205.93%-201.3pp | 73.14%-68.5pp |
| Employer contribution / active EE | $165 | $3,387-95.1% | $5,433-97.0% | $2,342-92.9% |
| Participant deferral / active EE | $104 | $3,086-96.6% | $4,939-97.9% | $3,332-96.9% |
| Admin fee / account holder | $468 | $5,698-91.8% | $13,880-96.6% | $4,645-89.9% |