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 3-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 | $3,586 | $70,756-94.9% | $65,493-94.5% | $142,382-97.5% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 23.45% | 1754.89%-1731.4pp | 982.45%-959.0pp | 217.08%-193.6pp |
| Employer contribution / active EE | $857 | $2,881-70.2% | $2,574-66.7% | $4,299-80.1% |
| Participant deferral / active EE | $723 | $4,637-84.4% | $3,961-81.8% | $6,507-88.9% |
| Admin fee / account holder | $335 | $6,559-94.9% | $5,028-93.3% | $12,624-97.3% |