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 | $16,454 | $109,413-85.0% | $156,263-89.5% | $84,808-80.6% |
| Participation rate | 84.7% | 72.7%+12.0pp | 78.9%+5.8pp | 68.3%+16.4pp |
| Annual return | 4.98% | 20.18%-15.2pp | 59.47%-54.5pp | 40.90%-35.9pp |
| Employer contribution / active EE | $0 | $2,907-100.0% | $4,333-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $782 | $4,590-83.0% | $6,158-87.3% | $4,212-81.4% |
| Admin fee / account holder | $340 | $9,357-96.4% | $14,255-97.6% | $7,344-95.4% |