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 | $11,865 | $64,707-81.7% | $112,228-89.4% | $68,494-82.7% |
| Participation rate | 76.6% | 67.2%+9.4pp | 75.1%+1.5pp | 67.9%+8.7pp |
| Annual return | -19.51% | -11.40%-8.1pp | 27.45%-47.0pp | -7.84%-11.7pp |
| Employer contribution / active EE | $559 | $2,746-79.6% | $3,635-84.6% | $2,596-78.5% |
| Participant deferral / active EE | $254 | $3,565-92.9% | $4,728-94.6% | $4,027-93.7% |
| Admin fee / account holder | $421 | $5,232-92.0% | $6,410-93.4% | $5,403-92.2% |