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.)
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 | $10,992 | $41,377-73.4% | $109,313-89.9% | $62,891-82.5% |
| Participation rate | 73.2% | 57.5%+15.6pp | 71.3%+1.9pp | 69.3%+3.9pp |
| Annual return | 5.29% | 11.05%-5.8pp | 22.07%-16.8pp | 20.14%-14.8pp |
| Employer contribution / active EE | $59 | $1,276-95.4% | $3,892-98.5% | $2,281-97.4% |
| Participant deferral / active EE | $661 | $2,045-67.7% | $3,166-79.1% | $3,203-79.4% |
| Admin fee / account holder | $758 | $2,884-73.7% | $5,666-86.6% | $4,296-82.4% |