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.
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 | $10,704 | $146,267-92.7% | $197,124-94.6% | $82,448-87.0% |
| Participation rate | 94.9% | 84.0%+10.9pp | 86.7%+8.2pp | 68.1%+26.8pp |
| Annual return | 18.81% | 29.61%-10.8pp | 44.34%-25.5pp | 41.64%-22.8pp |
| Employer contribution / active EE | $1,009 | $4,723-78.6% | $6,227-83.8% | $2,551-60.4% |
| Participant deferral / active EE | $1,279 | $7,035-81.8% | $9,135-86.0% | $4,139-69.1% |
| Admin fee / account holder | $1,409 | $14,422-90.2% | $16,298-91.4% | $7,234-80.5% |