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 5-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.
See 1 actuary disclosure. $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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,353 | $162,452-98.6% | $148,425-98.4% | $233,076-99.0% |
| Participation rate | 100.0% | 46.4%+53.6pp | 35.1%+64.9pp | 46.4%+53.6pp |
| Annual return | 0.43% | 45.55%-45.1pp | 38.14%-37.7pp | -82.66%+83.1pp |
| Employer contribution / active EE | $0 | $40,549-100.0% | $34,245-100.0% | $43,769-100.0% |
| Participant deferral / active EE | $0 | $152-100.0% | $185-100.0% | $103-100.0% |
| Admin fee / account holder | $66,667 | $11,245+492.9% | $10,234+551.5% | $11,204+495.0% |