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 8-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 | $2,770 | $90,503-96.9% | $78,689-96.5% | $273,961-99.0% |
| Participation rate | 73.9% | 76.5%-2.6pp | 73.6%+0.3pp | 83.0%-9.1pp |
| Annual return | 4.50% | 75.60%-71.1pp | 62.18%-57.7pp | 41.45%-37.0pp |
| Employer contribution / active EE | $112 | $3,176-96.5% | $2,851-96.1% | $4,869-97.7% |
| Participant deferral / active EE | $381 | $3,901-90.2% | $3,517-89.2% | $5,287-92.8% |
| Admin fee / account holder | $318 | $5,263-94.0% | $4,510-92.9% | $10,132-96.9% |