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 | $5,813 | $99,079-94.1% | $77,999-92.5% | $273,961-97.9% |
| Participation rate | 70.0% | 78.6%-8.6pp | 75.5%-5.5pp | 83.0%-13.0pp |
| Annual return | -1.14% | 217.93%-219.1pp | 425.96%-427.1pp | 41.45%-42.6pp |
| Employer contribution / active EE | $0 | $3,308-100.0% | $2,470-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $636 | $4,306-85.2% | $3,497-81.8% | $5,287-88.0% |
| Admin fee / account holder | $452 | $8,954-95.0% | $5,480-91.8% | $10,132-95.5% |