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 | $7,484 | $80,968-90.8% | $96,544-92.2% | $75,163-90.0% |
| Participation rate | 89.5% | 71.8%+17.7pp | 76.0%+13.5pp | 67.2%+22.3pp |
| Annual return | 12.11% | 27.06%-14.9pp | 25.84%-13.7pp | 160.62%-148.5pp |
| Employer contribution / active EE | $214 | $2,282-90.6% | $2,965-92.8% | $2,670-92.0% |
| Participant deferral / active EE | $660 | $3,928-83.2% | $4,851-86.4% | $4,125-84.0% |
| Admin fee / account holder | $1,148 | $6,724-82.9% | $8,252-86.1% | $5,651-79.7% |