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 10-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 | $12,775 | $95,416-86.6% | $185,823-93.1% | $85,850-85.1% |
| Participation rate | 97.5% | 68.8%+28.7pp | 81.7%+15.8pp | 69.3%+28.2pp |
| Annual return | 8.92% | 23.59%-14.7pp | 122.05%-113.1pp | 318.53%-309.6pp |
| Employer contribution / active EE | $387 | $3,314-88.3% | $5,167-92.5% | $2,565-84.9% |
| Participant deferral / active EE | $467 | $3,423-86.3% | $5,568-91.6% | $3,952-88.2% |
| Admin fee / account holder | $585 | $7,213-91.9% | $16,237-96.4% | $6,260-90.6% |