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 | $10,105 | $75,963-86.7% | $97,995-89.7% | $70,131-85.6% |
| Participation rate | 92.5% | 77.0%+15.5pp | 82.4%+10.1pp | 69.5%+23.0pp |
| Annual return | 13.37% | 19.26%-5.9pp | 23.94%-10.6pp | 73.14%-59.8pp |
| Employer contribution / active EE | $611 | $3,278-81.4% | $4,158-85.3% | $2,342-73.9% |
| Participant deferral / active EE | $1,130 | $4,053-72.1% | $5,097-77.8% | $3,332-66.1% |
| Admin fee / account holder | $400 | $5,407-92.6% | $5,943-93.3% | $4,645-91.4% |