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 | $14,017 | $84,233-83.4% | $170,442-91.8% | $70,131-80.0% |
| Participation rate | 91.9% | 70.8%+21.1pp | 83.6%+8.3pp | 69.5%+22.4pp |
| Annual return | 10.60% | 23.06%-12.5pp | 205.93%-195.3pp | 73.14%-62.5pp |
| Employer contribution / active EE | $1,770 | $3,387-47.7% | $5,433-67.4% | $2,342-24.4% |
| Participant deferral / active EE | $184 | $3,086-94.0% | $4,939-96.3% | $3,332-94.5% |
| Admin fee / account holder | $1,912 | $5,698-66.4% | $13,880-86.2% | $4,645-58.8% |