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 6-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 | $10,386 | $61,774-83.2% | $97,226-89.3% | $80,856-87.2% |
| Participation rate | 76.0% | 63.5%+12.5pp | 72.7%+3.3pp | 67.6%+8.4pp |
| Annual return | 6.30% | -557.90%+564.2pp | 75.13%-68.8pp | 35.59%-29.3pp |
| Employer contribution / active EE | $0 | $1,837-100.0% | $2,729-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $191 | $3,029-93.7% | $4,264-95.5% | $4,296-95.5% |
| Admin fee / account holder | $839 | $5,166-83.8% | $5,654-85.2% | $6,918-87.9% |