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 8-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 | $2,837 | $98,750-97.1% | $149,696-98.1% | $79,858-96.4% |
| Participation rate | 84.0% | 75.8%+8.2pp | 82.5%+1.5pp | 69.6%+14.4pp |
| Annual return | -10.72% | 27.43%-38.1pp | 276.60%-287.3pp | 31.71%-42.4pp |
| Employer contribution / active EE | $486 | $3,216-84.9% | $4,644-89.5% | $2,471-80.3% |
| Participant deferral / active EE | $1,106 | $5,680-80.5% | $6,842-83.8% | $3,740-70.4% |
| Admin fee / account holder | $976 | $6,053-83.9% | $9,309-89.5% | $5,306-81.6% |