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 | $325 | $74,888-99.6% | $71,209-99.5% | $142,382-99.8% |
| Participation rate | 75.0% | 76.2%-1.2pp | 73.8%+1.2pp | 80.1%-5.1pp |
| Annual return | -12.71% | 345.14%-357.8pp | 282.51%-295.2pp | 217.08%-229.8pp |
| Employer contribution / active EE | $217 | $2,854-92.4% | $2,721-92.0% | $4,299-95.0% |
| Participant deferral / active EE | $217 | $4,454-95.1% | $4,175-94.8% | $6,507-96.7% |
| Admin fee / account holder | $1,856 | $5,568-66.7% | $5,349-65.3% | $12,624-85.3% |