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 5-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 | $2,385 | $53,777-95.6% | $134,143-98.2% | $79,858-97.0% |
| Participation rate | 83.5% | 58.8%+24.8pp | 72.2%+11.4pp | 69.6%+13.9pp |
| Annual return | 21.93% | 19.01%+2.9pp | 36.33%-14.4pp | 31.71%-9.8pp |
| Employer contribution / active EE | $0 | $1,321-100.0% | $3,704-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $380 | $2,420-84.3% | $3,499-89.1% | $3,740-89.8% |
| Admin fee / account holder | $906 | $3,984-77.3% | $6,684-86.4% | $5,306-82.9% |