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.)
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 | $9,126 | $43,327-78.9% | $59,878-84.8% | $64,186-85.8% |
| Participation rate | 95.2% | 69.2%+26.1pp | 74.7%+20.5pp | 69.6%+25.7pp |
| Annual return | 5.19% | -1.55%+6.7pp | 3.46%+1.7pp | 7.63%-2.4pp |
| Employer contribution / active EE | $339 | $2,028-83.3% | $2,722-87.5% | $2,381-85.8% |
| Participant deferral / active EE | $499 | $2,546-80.4% | $3,402-85.3% | $3,470-85.6% |
| Admin fee / account holder | $497 | $3,005-83.5% | $3,590-86.1% | $4,888-89.8% |