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 7-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 | $9,375 | $79,633-88.2% | $93,789-90.0% | $68,494-86.3% |
| Participation rate | 88.9% | 75.4%+13.5pp | 81.0%+7.9pp | 67.9%+21.0pp |
| Annual return | -20.03% | -0.10%-19.9pp | -11.33%-8.7pp | -7.84%-12.2pp |
| Employer contribution / active EE | $1,148 | $3,665-68.7% | $4,323-73.4% | $2,596-55.8% |
| Participant deferral / active EE | $1,729 | $5,158-66.5% | $6,094-71.6% | $4,027-57.1% |
| Admin fee / account holder | $759 | $6,871-89.0% | $7,195-89.4% | $5,403-85.9% |