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.)
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 | $13,315 | $62,586-78.7% | $76,768-82.7% | $64,186-79.3% |
| Participation rate | 89.1% | 72.8%+16.3pp | 77.0%+12.2pp | 69.6%+19.6pp |
| Annual return | 6.73% | -1.95%+8.7pp | 2.43%+4.3pp | 7.63%-0.9pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $2,485-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $713 | $3,145-77.3% | $3,852-81.5% | $3,470-79.5% |
| Admin fee / account holder | $973 | $4,667-79.2% | $6,675-85.4% | $4,888-80.1% |