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 | $7,964 | $47,848-83.4% | $81,478-90.2% | $70,131-88.6% |
| Participation rate | 78.3% | 58.3%+20.0pp | 68.0%+10.3pp | 69.5%+8.7pp |
| Annual return | 12.16% | 27.25%-15.1pp | 38.78%-26.6pp | 73.14%-61.0pp |
| Employer contribution / active EE | $0 | $1,527-100.0% | $2,568-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $682 | $2,453-72.2% | $3,537-80.7% | $3,332-79.5% |
| Admin fee / account holder | $373 | $3,145-88.1% | $4,561-91.8% | $4,645-92.0% |