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 | $24,152 | $67,606-64.3% | $82,313-70.7% | $70,131-65.6% |
| Participation rate | 70.4% | 72.8%-2.4pp | 76.9%-6.5pp | 69.5%+0.8pp |
| Annual return | 8.35% | 21.57%-13.2pp | 25.88%-17.5pp | 73.14%-64.8pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $958 | $2,987-67.9% | $3,706-74.1% | $3,332-71.2% |
| Admin fee / account holder | $336 | $4,512-92.5% | $5,608-94.0% | $4,645-92.8% |