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 | $25,096 | $109,359-77.1% | $162,163-84.5% | $72,985-65.6% |
| Participation rate | 84.4% | 84.3%+0.1pp | 87.6%-3.2pp | 69.5%+14.9pp |
| Annual return | 13.73% | 25.46%-11.7pp | 115.59%-101.9pp | 81.00%-67.3pp |
| Employer contribution / active EE | $2,227 | $3,907-43.0% | $5,614-60.3% | $2,440-8.7% |
| Participant deferral / active EE | $1,152 | $5,481-79.0% | $7,298-84.2% | $3,607-68.1% |
| Admin fee / account holder | $3,075 | $7,972-61.4% | $10,843-71.6% | $5,124-40.0% |