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 | $30,208 | $86,286-65.0% | $111,297-72.9% | $85,850-64.8% |
| Participation rate | 93.5% | 73.3%+20.2pp | 77.3%+16.2pp | 69.3%+24.2pp |
| Annual return | 6.21% | 19.99%-13.8pp | 54.65%-48.4pp | 318.53%-312.3pp |
| Employer contribution / active EE | $1,709 | $2,043-16.3% | $2,731-37.4% | $2,565-33.4% |
| Participant deferral / active EE | $1,506 | $3,641-58.6% | $4,487-66.4% | $3,952-61.9% |
| Admin fee / account holder | $5,717 | $8,188-30.2% | $7,964-28.2% | $6,260-8.7% |