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 5-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 | $11,082 | $52,903-79.1% | $73,307-84.9% | $59,632-81.4% |
| Participation rate | 98.2% | 68.2%+30.0pp | 74.9%+23.3pp | 68.7%+29.5pp |
| Annual return | -5.44% | 12.20%-17.6pp | 5.67%-11.1pp | 2041.28%-2046.7pp |
| Employer contribution / active EE | $224 | $1,909-88.3% | $3,237-93.1% | $2,203-89.8% |
| Participant deferral / active EE | $0 | $4,069-100.0% | $4,991-100.0% | $3,192-100.0% |
| Admin fee / account holder | $487 | $3,834-87.3% | $5,637-91.4% | $4,297-88.7% |