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.)
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 | $12,222 | $83,908-85.4% | $68,509-82.2% | $125,391-90.3% |
| Participation rate | 100.0% | 78.2%+21.8pp | 74.7%+25.3pp | 83.2%+16.8pp |
| Annual return | -6.06% | 14.48%-20.5pp | 8.27%-14.3pp | 282.22%-288.3pp |
| Employer contribution / active EE | $250 | $3,031-91.8% | $2,278-89.0% | $4,866-94.9% |
| Participant deferral / active EE | $250 | $4,125-93.9% | $3,382-92.6% | $5,352-95.3% |
| Admin fee / account holder | $534 | $8,982-94.1% | $5,275-89.9% | $9,540-94.4% |