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 | $9,681 | $78,705-87.7% | $117,854-91.8% | $70,131-86.2% |
| Participation rate | 74.4% | 73.2%+1.2pp | 79.7%-5.2pp | 69.5%+4.9pp |
| Annual return | -11.24% | 23.30%-34.5pp | 335.08%-346.3pp | 73.14%-84.4pp |
| Employer contribution / active EE | $371 | $2,223-83.3% | $3,786-90.2% | $2,342-84.2% |
| Participant deferral / active EE | $1,077 | $3,297-67.3% | $4,482-76.0% | $3,332-67.7% |
| Admin fee / account holder | $1,473 | $5,065-70.9% | $8,020-81.6% | $4,645-68.3% |