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 | $9,529 | $52,279-81.8% | $89,391-89.3% | $79,858-88.1% |
| Participation rate | 95.8% | 57.5%+38.3pp | 68.0%+27.9pp | 69.6%+26.2pp |
| Annual return | 7.32% | 22.16%-14.8pp | 245.62%-238.3pp | 31.71%-24.4pp |
| Employer contribution / active EE | $3,693 | $1,572+135.0% | $2,586+42.8% | $2,471+49.5% |
| Participant deferral / active EE | $253 | $2,740-90.8% | $3,890-93.5% | $3,740-93.2% |
| Admin fee / account holder | $4,846 | $3,356+44.4% | $4,881-0.7% | $5,306-8.7% |