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.)
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 | $4,412 | $104,251-95.8% | $91,001-95.2% | $147,584-97.0% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 15.15% | 27.06%-11.9pp | 4.60%+10.6pp | 578.55%-563.4pp |
| Employer contribution / active EE | $861 | $3,116-72.4% | $2,456-64.9% | $4,876-82.3% |
| Participant deferral / active EE | $991 | $4,195-76.4% | $3,547-72.1% | $5,439-81.8% |
| Admin fee / account holder | $690 | $8,948-92.3% | $5,417-87.3% | $10,885-93.7% |