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 6-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 | $672 | $95,266-99.3% | $82,389-99.2% | $142,382-99.5% |
| Participation rate | 85.7% | 74.5%+11.2pp | 69.5%+16.2pp | 80.1%+5.6pp |
| Annual return | -25.80% | 25.74%-51.5pp | 28.67%-54.5pp | 217.08%-242.9pp |
| Employer contribution / active EE | $0 | $2,991-100.0% | $2,517-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $0 | $4,809-100.0% | $4,155-100.0% | $6,507-100.0% |
| Admin fee / account holder | $353 | $8,563-95.9% | $7,231-95.1% | $12,624-97.2% |