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 | $6,835 | $40,256-83.0% | $57,343-88.1% | $59,632-88.5% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 68.7%+31.3pp |
| Annual return | -3.72% | 27.49%-31.2pp | 24.39%-28.1pp | 2041.28%-2045.0pp |
| Employer contribution / active EE | $168 | $1,922-91.2% | $2,689-93.7% | $2,203-92.4% |
| Participant deferral / active EE | $368 | $2,399-84.6% | $3,162-88.4% | $3,192-88.5% |
| Admin fee / account holder | $503 | $2,818-82.2% | $3,356-85.0% | $4,297-88.3% |