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 | $13,768 | $110,094-87.5% | $151,611-90.9% | $68,494-79.9% |
| Participation rate | 75.0% | 84.0%-9.0pp | 87.5%-12.5pp | 67.9%+7.1pp |
| Annual return | -19.17% | -10.12%-9.1pp | 3.33%-22.5pp | -7.84%-11.3pp |
| Employer contribution / active EE | $232 | $4,471-94.8% | $6,166-96.2% | $2,596-91.1% |
| Participant deferral / active EE | $1,103 | $6,527-83.1% | $8,363-86.8% | $4,027-72.6% |
| Admin fee / account holder | $463 | $7,719-94.0% | $11,616-96.0% | $5,403-91.4% |