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 4-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 | $869 | $56,053-98.4% | $75,972-98.9% | $80,856-98.9% |
| Participation rate | 72.0% | 62.0%+10.0pp | 69.1%+2.9pp | 67.6%+4.4pp |
| Annual return | -14.03% | 20.53%-34.6pp | 359.55%-373.6pp | 35.59%-49.6pp |
| Employer contribution / active EE | $46 | $1,874-97.6% | $2,685-98.3% | $2,755-98.3% |
| Participant deferral / active EE | $332 | $3,052-89.1% | $4,255-92.2% | $4,296-92.3% |
| Admin fee / account holder | $522 | $5,234-90.0% | $6,467-91.9% | $6,918-92.5% |