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 | $26,264 | $109,359-76.0% | $162,163-83.8% | $72,985-64.0% |
| Participation rate | 91.7% | 84.3%+7.4pp | 87.6%+4.1pp | 69.5%+22.2pp |
| Annual return | 11.55% | 25.46%-13.9pp | 115.59%-104.0pp | 81.00%-69.5pp |
| Employer contribution / active EE | $965 | $3,907-75.3% | $5,614-82.8% | $2,440-60.4% |
| Participant deferral / active EE | $2,128 | $5,481-61.2% | $7,298-70.8% | $3,607-41.0% |
| Admin fee / account holder | $12,584 | $7,972+57.9% | $10,843+16.1% | $5,124+145.6% |