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 9-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 | $11,596 | $123,793-90.6% | $177,821-93.5% | $79,858-85.5% |
| Participation rate | 72.7% | 84.7%-11.9pp | 87.7%-15.0pp | 69.6%+3.1pp |
| Annual return | 26.76% | 22.82%+3.9pp | 48.32%-21.6pp | 31.71%-5.0pp |
| Employer contribution / active EE | $763 | $4,095-81.4% | $5,918-87.1% | $2,471-69.1% |
| Participant deferral / active EE | $2,238 | $5,956-62.4% | $7,714-71.0% | $3,740-40.2% |
| Admin fee / account holder | $677 | $7,243-90.7% | $12,427-94.6% | $5,306-87.2% |