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 8-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 | $6,856 | $81,900-91.6% | $119,609-94.3% | $68,494-90.0% |
| Participation rate | 83.3% | 71.9%+11.4pp | 79.3%+4.1pp | 67.9%+15.4pp |
| Annual return | -21.91% | -23.82%+1.9pp | -14.97%-6.9pp | -7.84%-14.1pp |
| Employer contribution / active EE | $39 | $2,693-98.6% | $4,232-99.1% | $2,596-98.5% |
| Participant deferral / active EE | $1,499 | $4,148-63.9% | $5,602-73.2% | $4,027-62.8% |
| Admin fee / account holder | $1,062 | $6,582-83.9% | $10,323-89.7% | $5,403-80.3% |