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 6-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 | $1,819 | $78,672-97.7% | $109,143-98.3% | $85,850-97.9% |
| Participation rate | 75.9% | 68.3%+7.6pp | 75.9%0pp | 69.3%+6.5pp |
| Annual return | 4.00% | 25.09%-21.1pp | 25.75%-21.7pp | 318.53%-314.5pp |
| Employer contribution / active EE | $0 | $2,735-100.0% | $3,722-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $870 | $3,467-74.9% | $4,653-81.3% | $3,952-78.0% |
| Admin fee / account holder | $564 | $5,469-89.7% | $6,752-91.6% | $6,260-91.0% |