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 | $1,496 | $112,729-98.7% | $98,716-98.5% | $137,256-98.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 9.45% | 38.48%-29.0pp | 31.81%-22.4pp | 220.34%-210.9pp |
| Employer contribution / active EE | $28 | $2,725-99.0% | $2,279-98.8% | $4,156-99.3% |
| Participant deferral / active EE | $536 | $4,640-88.5% | $4,048-86.8% | $6,407-91.6% |
| Admin fee / account holder | $872 | $10,129-91.4% | $8,703-90.0% | $12,270-92.9% |