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 8-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 | $7,963 | $83,477-90.5% | $125,175-93.6% | $72,985-89.1% |
| Participation rate | 83.1% | 73.3%+9.8pp | 79.8%+3.4pp | 69.5%+13.6pp |
| Annual return | 75.64% | 25.78%+49.9pp | 43.79%+31.9pp | 81.00%-5.4pp |
| Employer contribution / active EE | $118 | $2,345-95.0% | $3,865-96.9% | $2,440-95.2% |
| Participant deferral / active EE | $894 | $3,585-75.1% | $4,937-81.9% | $3,607-75.2% |
| Admin fee / account holder | $495 | $5,517-91.0% | $9,702-94.9% | $5,124-90.3% |