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 | $11,849 | $63,346-81.3% | $92,233-87.2% | $70,131-83.1% |
| Participation rate | 97.6% | 68.7%+28.9pp | 76.5%+21.1pp | 69.5%+28.1pp |
| Annual return | 11.34% | 530.12%-518.8pp | 176.28%-164.9pp | 73.14%-61.8pp |
| Employer contribution / active EE | $476 | $2,471-80.7% | $3,679-87.1% | $2,342-79.7% |
| Participant deferral / active EE | $631 | $2,854-77.9% | $3,897-83.8% | $3,332-81.1% |
| Admin fee / account holder | $553 | $3,840-85.6% | $5,194-89.4% | $4,645-88.1% |