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 | $15,416 | $63,346-75.7% | $92,233-83.3% | $70,131-78.0% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 11.50% | 530.12%-518.6pp | 176.28%-164.8pp | 73.14%-61.6pp |
| Employer contribution / active EE | $365 | $2,471-85.2% | $3,679-90.1% | $2,342-84.4% |
| Participant deferral / active EE | $1,011 | $2,854-64.6% | $3,897-74.1% | $3,332-69.7% |
| Admin fee / account holder | $1,011 | $3,840-73.7% | $5,194-80.5% | $4,645-78.2% |