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 3-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.)
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 | $365 | $29,667-98.8% | $56,441-99.4% | $80,874-99.5% |
| Participation rate | 79.1% | 41.7%+37.4pp | 52.5%+26.6pp | 67.6%+11.4pp |
| Annual return | 11.69% | 35.22%-23.5pp | 1704.21%-1692.5pp | 35.62%-23.9pp |
| Employer contribution / active EE | $0 | $669-100.0% | $1,039-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $221 | $1,227-82.0% | $1,953-88.7% | $4,297-94.9% |
| Admin fee / account holder | $432 | $2,429-82.2% | $2,829-84.7% | $6,935-93.8% |