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 | $8,055 | $111,814-92.8% | $103,374-92.2% | $145,959-94.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 3.33% | 24.77%-21.4pp | 24.89%-21.6pp | 561.95%-558.6pp |
| Employer contribution / active EE | $1,563 | $4,214-62.9% | $3,869-59.6% | $4,661-66.5% |
| Participant deferral / active EE | $1,458 | $5,618-74.1% | $5,058-71.2% | $6,689-78.2% |
| Admin fee / account holder | $5,208 | $9,754-46.6% | $8,394-38.0% | $13,398-61.1% |