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 9-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 | $16,811 | $65,561-74.4% | $86,188-80.5% | $75,163-77.6% |
| Participation rate | 87.1% | 60.5%+26.6pp | 69.0%+18.1pp | 67.2%+19.9pp |
| Annual return | 11.28% | 46.05%-34.8pp | 1168.45%-1157.2pp | 160.62%-149.3pp |
| Employer contribution / active EE | $154 | $1,553-90.1% | $2,380-93.5% | $2,670-94.2% |
| Participant deferral / active EE | $408 | $3,024-86.5% | $3,985-89.8% | $4,125-90.1% |
| Admin fee / account holder | $804 | $5,474-85.3% | $6,852-88.3% | $5,651-85.8% |