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 | $13,451 | $79,944-83.2% | $98,439-86.3% | $75,163-82.1% |
| Participation rate | 74.3% | 70.4%+3.9pp | 75.2%-0.9pp | 67.2%+7.1pp |
| Annual return | 11.36% | 19.75%-8.4pp | 21.16%-9.8pp | 160.62%-149.3pp |
| Employer contribution / active EE | $347 | $2,264-84.7% | $3,048-88.6% | $2,670-87.0% |
| Participant deferral / active EE | $1,158 | $3,752-69.1% | $4,738-75.6% | $4,125-71.9% |
| Admin fee / account holder | $1,094 | $6,840-84.0% | $8,948-87.8% | $5,651-80.6% |