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 9-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 | $7,607 | $77,634-90.2% | $156,549-95.1% | $62,891-87.9% |
| Participation rate | 74.3% | 71.2%+3.1pp | 84.0%-9.7pp | 69.3%+5.0pp |
| Annual return | 0.00% | 50.32%-50.3pp | 32.23%-32.2pp | 20.14%-20.1pp |
| Employer contribution / active EE | $670 | $3,444-80.5% | $5,501-87.8% | $2,281-70.6% |
| Participant deferral / active EE | $384 | $3,045-87.4% | $4,871-92.1% | $3,203-88.0% |
| Admin fee / account holder | $2,652 | $5,561-52.3% | $13,027-79.6% | $4,296-38.3% |