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 | $3,111 | $45,035-93.1% | $62,995-95.1% | $70,131-95.6% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 9.10% | 18.76%-9.7pp | 87.57%-78.5pp | 73.14%-64.0pp |
| Employer contribution / active EE | $36 | $2,051-98.2% | $2,759-98.7% | $2,342-98.4% |
| Participant deferral / active EE | $41 | $2,465-98.3% | $3,329-98.8% | $3,332-98.8% |
| Admin fee / account holder | $411 | $2,834-85.5% | $3,600-88.6% | $4,645-91.1% |