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 | $36,722 | $123,793-70.3% | $177,821-79.3% | $79,858-54.0% |
| Participation rate | 84.6% | 84.7%0pp | 87.7%-3.1pp | 69.6%+15.0pp |
| Annual return | 5.44% | 22.82%-17.4pp | 48.32%-42.9pp | 31.71%-26.3pp |
| Employer contribution / active EE | $388 | $4,095-90.5% | $5,918-93.4% | $2,471-84.3% |
| Participant deferral / active EE | $1,446 | $5,956-75.7% | $7,714-81.3% | $3,740-61.3% |
| Admin fee / account holder | $4,548 | $7,243-37.2% | $12,427-63.4% | $5,306-14.3% |