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 | $8,507 | $72,404-88.3% | $110,238-92.3% | $64,186-86.7% |
| Participation rate | 88.2% | 73.3%+14.9pp | 79.8%+8.4pp | 69.6%+18.7pp |
| Annual return | -14.98% | -6.29%-8.7pp | 314.74%-329.7pp | 7.63%-22.6pp |
| Employer contribution / active EE | $431 | $2,282-81.1% | $3,826-88.7% | $2,381-81.9% |
| Participant deferral / active EE | $1,421 | $3,469-59.0% | $4,672-69.6% | $3,470-59.0% |
| Admin fee / account holder | $1,864 | $5,664-67.1% | $8,547-78.2% | $4,888-61.9% |