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 8-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 | $3,222 | $102,966-96.9% | $90,281-96.4% | $152,861-97.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 6.14% | 95.16%-89.0pp | 78.10%-72.0pp | 345.32%-339.2pp |
| Employer contribution / active EE | $150 | $3,139-95.2% | $2,854-94.7% | $4,762-96.9% |
| Participant deferral / active EE | $167 | $4,281-96.1% | $3,885-95.7% | $5,850-97.1% |
| Admin fee / account holder | $468 | $6,171-92.4% | $5,351-91.3% | $11,596-96.0% |