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.)
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 | $1,245 | $86,286-98.6% | $111,297-98.9% | $85,850-98.5% |
| Participation rate | 97.4% | 73.3%+24.0pp | 77.3%+20.1pp | 69.3%+28.1pp |
| Annual return | 20.14% | 19.99%+0.2pp | 54.65%-34.5pp | 318.53%-298.4pp |
| Employer contribution / active EE | $378 | $2,043-81.5% | $2,731-86.2% | $2,565-85.3% |
| Participant deferral / active EE | $814 | $3,641-77.6% | $4,487-81.9% | $3,952-79.4% |
| Admin fee / account holder | $314 | $8,188-96.2% | $7,964-96.1% | $6,260-95.0% |