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 | $8,014 | $39,534-79.7% | $46,225-82.7% | $62,891-87.3% |
| Participation rate | 100.0% | 74.6%+25.4pp | 79.5%+20.5pp | 69.3%+30.7pp |
| Annual return | -2.54% | 8.93%-11.5pp | 7.57%-10.1pp | 20.14%-22.7pp |
| Employer contribution / active EE | $299 | $2,646-88.7% | $3,424-91.3% | $2,281-86.9% |
| Participant deferral / active EE | $598 | $2,681-77.7% | $3,776-84.2% | $3,203-81.3% |
| Admin fee / account holder | $1,210 | $2,464-50.9% | $3,519-65.6% | $4,296-71.8% |