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 | $395 | $109,817-99.6% | $98,442-99.6% | $167,490-99.8% |
| Participation rate | 76.5% | 75.8%+0.6pp | 73.3%+3.1pp | 82.1%-5.6pp |
| Annual return | -31.23% | 1956.69%-1987.9pp | 1492.73%-1524.0pp | 478.56%-509.8pp |
| Employer contribution / active EE | $0 | $3,224-100.0% | $2,960-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $849 | $4,673-81.8% | $4,276-80.2% | $6,341-86.6% |
| Admin fee / account holder | $1,029 | $6,753-84.8% | $5,949-82.7% | $12,309-91.6% |