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 | $17,749 | $61,660-71.2% | $80,019-77.8% | $64,186-72.3% |
| Participation rate | 77.8% | 71.7%+6.1pp | 75.8%+1.9pp | 69.6%+8.2pp |
| Annual return | -8.68% | -0.33%-8.4pp | 11.22%-19.9pp | 7.63%-16.3pp |
| Employer contribution / active EE | $178 | $1,810-90.2% | $2,468-92.8% | $2,381-92.5% |
| Participant deferral / active EE | $1,230 | $2,968-58.5% | $3,686-66.6% | $3,470-64.5% |
| Admin fee / account holder | $817 | $5,417-84.9% | $6,521-87.5% | $4,888-83.3% |