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.
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 | $2,201 | $84,233-97.4% | $170,442-98.7% | $70,131-96.9% |
| Participation rate | 94.7% | 70.8%+23.9pp | 83.6%+11.1pp | 69.5%+25.2pp |
| Annual return | 11.40% | 23.06%-11.7pp | 205.93%-194.5pp | 73.14%-61.7pp |
| Employer contribution / active EE | $787 | $3,387-76.8% | $5,433-85.5% | $2,342-66.4% |
| Participant deferral / active EE | $493 | $3,086-84.0% | $4,939-90.0% | $3,332-85.2% |
| Admin fee / account holder | $352 | $5,698-93.8% | $13,880-97.5% | $4,645-92.4% |