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 | $5,324 | $49,791-89.3% | $78,210-93.2% | $70,131-92.4% |
| Participation rate | 80.2% | 62.3%+17.9pp | 68.7%+11.5pp | 69.5%+10.7pp |
| Annual return | 0.00% | 20.75%-20.7pp | 40.90%-40.9pp | 73.14%-73.1pp |
| Employer contribution / active EE | $2,394 | $1,430+67.5% | $2,034+17.7% | $2,342+2.2% |
| Participant deferral / active EE | $572 | $2,150-73.4% | $2,823-79.7% | $3,332-82.8% |
| Admin fee / account holder | $2,149 | $3,181-32.4% | $3,758-42.8% | $4,645-53.7% |