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 10-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.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $293,731 | $642,683-54.3% | $386,318-24.0% | $357,791-17.9% |
| Participation rate | 71.4% | 68.8%+2.6pp | 67.7%+3.7pp | 85.6%-14.2pp |
| Annual return | 14.27% | -6.86%+21.1pp | -2.64%+16.9pp | 396.79%-382.5pp |
| Employer contribution / active EE | $3,571 | $5,282-32.4% | $4,025-11.3% | $7,508-52.4% |
| Participant deferral / active EE | $0 | $3,904-100.0% | $3,524-100.0% | $5,521-100.0% |
| Admin fee / account holder | $894 | $23,448-96.2% | $16,179-94.5% | $28,387-96.8% |