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 9-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 | $9,156 | $98,750-90.7% | $149,696-93.9% | $79,858-88.5% |
| Participation rate | 93.3% | 75.8%+17.6pp | 82.5%+10.9pp | 69.6%+23.7pp |
| Annual return | 7.95% | 27.43%-19.5pp | 276.60%-268.6pp | 31.71%-23.8pp |
| Employer contribution / active EE | $4,150 | $3,216+29.0% | $4,644-10.6% | $2,471+68.0% |
| Participant deferral / active EE | $797 | $5,680-86.0% | $6,842-88.4% | $3,740-78.7% |
| Admin fee / account holder | $1,597 | $6,053-73.6% | $9,309-82.8% | $5,306-69.9% |