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 3-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 | $3,589 | $61,789-94.2% | $97,167-96.3% | $80,874-95.6% |
| Participation rate | 80.3% | 63.5%+16.8pp | 72.7%+7.6pp | 67.6%+12.7pp |
| Annual return | 11.97% | -557.90%+569.9pp | 75.27%-63.3pp | 35.62%-23.6pp |
| Employer contribution / active EE | $61 | $1,837-96.7% | $2,729-97.8% | $2,756-97.8% |
| Participant deferral / active EE | $856 | $3,028-71.7% | $4,264-79.9% | $4,297-80.1% |
| Admin fee / account holder | $1,016 | $5,168-80.3% | $5,650-82.0% | $6,935-85.4% |