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.)
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 | $11,438 | $51,708-77.9% | $106,619-89.3% | $62,891-81.8% |
| Participation rate | 97.2% | 66.9%+30.3pp | 78.0%+19.2pp | 69.3%+27.9pp |
| Annual return | 4.78% | 4.69%+0.1pp | 9.42%-4.6pp | 20.14%-15.4pp |
| Employer contribution / active EE | $122 | $1,764-93.1% | $3,947-96.9% | $2,281-94.7% |
| Participant deferral / active EE | $615 | $2,315-73.4% | $3,930-84.3% | $3,203-80.8% |
| Admin fee / account holder | $570 | $3,349-83.0% | $6,418-91.1% | $4,296-86.7% |