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 | $3,203 | $58,208-94.5% | $81,812-96.1% | $80,856-96.0% |
| Participation rate | 76.7% | 63.4%+13.3pp | 72.3%+4.3pp | 67.6%+9.0pp |
| Annual return | 9.14% | 41.66%-32.5pp | 773.79%-764.6pp | 35.59%-26.5pp |
| Employer contribution / active EE | $0 | $2,340-100.0% | $2,912-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $596 | $3,281-81.8% | $4,319-86.2% | $4,296-86.1% |
| Admin fee / account holder | $745 | $4,981-85.0% | $7,386-89.9% | $6,918-89.2% |