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 5-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 | $3,181 | $93,571-96.6% | $135,903-97.7% | $75,163-95.8% |
| Participation rate | 70.4% | 75.2%-4.8pp | 81.9%-11.5pp | 67.2%+3.2pp |
| Annual return | 11.86% | 30.90%-19.0pp | 68.23%-56.4pp | 160.62%-148.8pp |
| Employer contribution / active EE | $224 | $3,537-93.7% | $4,856-95.4% | $2,670-91.6% |
| Participant deferral / active EE | $1,151 | $6,404-82.0% | $7,758-85.2% | $4,125-72.1% |
| Admin fee / account holder | $350 | $6,975-95.0% | $10,762-96.8% | $5,651-93.8% |