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 | $19,909 | $72,492-72.5% | $87,100-77.1% | $72,985-72.7% |
| Participation rate | 91.7% | 72.8%+18.9pp | 76.9%+14.8pp | 69.5%+22.2pp |
| Annual return | 6.17% | 24.46%-18.3pp | 28.19%-22.0pp | 81.00%-74.8pp |
| Employer contribution / active EE | $259 | $1,894-86.3% | $2,521-89.7% | $2,440-89.4% |
| Participant deferral / active EE | $1,147 | $3,270-64.9% | $4,049-71.7% | $3,607-68.2% |
| Admin fee / account holder | $5,718 | $5,055+13.1% | $7,497-23.7% | $5,124+11.6% |