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.)
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 | $8,662 | $78,694-89.0% | $67,652-87.2% | $125,391-93.1% |
| Participation rate | 89.5% | 78.8%+10.7pp | 75.7%+13.8pp | 83.2%+6.3pp |
| Annual return | 0.00% | 9.46%-9.5pp | 6625.04%-6625.0pp | 282.22%-282.2pp |
| Employer contribution / active EE | $88 | $3,044-97.1% | $2,266-96.1% | $4,866-98.2% |
| Participant deferral / active EE | $1,102 | $4,292-74.3% | $3,560-69.1% | $5,352-79.4% |
| Admin fee / account holder | $920 | $7,403-87.6% | $4,821-80.9% | $9,540-90.4% |