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 9-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 | $4,029 | $39,122-89.7% | $57,179-93.0% | $62,891-93.6% |
| Participation rate | 100.0% | 70.5%+29.5pp | 75.3%+24.7pp | 69.3%+30.7pp |
| Annual return | -2.30% | 9.23%-11.5pp | 14.59%-16.9pp | 20.14%-22.4pp |
| Employer contribution / active EE | $258 | $1,874-86.2% | $2,682-90.4% | $2,281-88.7% |
| Participant deferral / active EE | $347 | $2,374-85.4% | $3,096-88.8% | $3,203-89.2% |
| Admin fee / account holder | $388 | $2,592-85.0% | $3,139-87.6% | $4,296-91.0% |