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 | $5,350 | $73,867-92.8% | $143,757-96.3% | $68,494-92.2% |
| Participation rate | 91.2% | 66.7%+24.5pp | 80.3%+10.9pp | 67.9%+23.3pp |
| Annual return | -19.82% | 1.01%-20.8pp | -0.04%-19.8pp | -7.84%-12.0pp |
| Employer contribution / active EE | $1,269 | $3,184-60.1% | $4,951-74.4% | $2,596-51.1% |
| Participant deferral / active EE | $400 | $3,384-88.2% | $5,637-92.9% | $4,027-90.1% |
| Admin fee / account holder | $519 | $5,755-91.0% | $14,673-96.5% | $5,403-90.4% |