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 4-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.)
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 | $1,808 | $77,899-97.7% | $149,673-98.8% | $75,163-97.6% |
| Participation rate | 81.9% | 65.6%+16.4pp | 78.8%+3.2pp | 67.2%+14.8pp |
| Annual return | 18.06% | 31.72%-13.7pp | 134.42%-116.4pp | 160.62%-142.6pp |
| Employer contribution / active EE | $0 | $3,137-100.0% | $4,818-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $658 | $3,411-80.7% | $5,680-88.4% | $4,125-84.0% |
| Admin fee / account holder | $516 | $5,956-91.3% | $13,210-96.1% | $5,651-90.9% |