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.)
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 | $1,449 | $25,014-94.2% | $69,647-97.9% | $80,856-98.2% |
| Participation rate | 76.6% | 64.2%+12.4pp | 66.5%+10.2pp | 67.6%+9.0pp |
| Annual return | 11.00% | 19.07%-8.1pp | 100.48%-89.5pp | 35.59%-24.6pp |
| Employer contribution / active EE | $187 | $993-81.2% | $1,712-89.1% | $2,755-93.2% |
| Participant deferral / active EE | $799 | $1,839-56.6% | $2,886-72.3% | $4,296-81.4% |
| Admin fee / account holder | $338 | $2,488-86.4% | $4,713-92.8% | $6,918-95.1% |