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 | $13,886 | $112,096-87.6% | $95,952-85.5% | $158,922-91.3% |
| Participation rate | 76.5% | 79.0%-2.5pp | 77.1%-0.6pp | 82.0%-5.5pp |
| Annual return | 0.43% | 171.09%-170.7pp | 91.61%-91.2pp | 302.83%-302.4pp |
| Employer contribution / active EE | $106 | $3,198-96.7% | $2,541-95.8% | $4,761-97.8% |
| Participant deferral / active EE | $982 | $4,784-79.5% | $4,167-76.4% | $5,982-83.6% |
| Admin fee / account holder | $4,794 | $10,130-52.7% | $6,795-29.5% | $11,246-57.4% |