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 | $29,108 | $94,529-69.2% | $140,016-79.2% | $64,186-54.7% |
| Participation rate | 76.7% | 84.1%-7.4pp | 87.5%-10.8pp | 69.6%+7.1pp |
| Annual return | -7.40% | 7.77%-15.2pp | 651.12%-658.5pp | 7.63%-15.0pp |
| Employer contribution / active EE | $366 | $3,812-90.4% | $5,606-93.5% | $2,381-84.6% |
| Participant deferral / active EE | $2,146 | $5,250-59.1% | $6,927-69.0% | $3,470-38.1% |
| Admin fee / account holder | $476 | $6,741-92.9% | $10,705-95.5% | $4,888-90.3% |