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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $463 | $104,974-99.6% | $95,585-99.5% | $142,382-99.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 2.54% | 210.33%-207.8pp | 38.56%-36.0pp | 217.08%-214.5pp |
| Employer contribution / active EE | $98 | $2,779-96.5% | $2,527-96.1% | $4,299-97.7% |
| Participant deferral / active EE | $110 | $4,352-97.5% | $4,023-97.3% | $6,507-98.3% |
| Admin fee / account holder | $39,926 | $6,386+525.2% | $6,127+551.6% | $12,624+216.3% |