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 7-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 | $4,007 | $48,795-91.8% | $65,493-93.9% | $84,808-95.3% |
| Participation rate | 94.1% | 67.0%+27.1pp | 73.1%+21.0pp | 68.3%+25.8pp |
| Annual return | -66.20% | 20.20%-86.4pp | 982.45%-1048.6pp | 40.90%-107.1pp |
| Employer contribution / active EE | $261 | $1,930-86.5% | $2,574-89.9% | $2,631-90.1% |
| Participant deferral / active EE | $358 | $2,928-87.8% | $3,961-91.0% | $4,212-91.5% |
| Admin fee / account holder | $1,623 | $3,877-58.1% | $5,028-67.7% | $7,344-77.9% |