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 | $21,548 | $109,359-80.3% | $162,163-86.7% | $72,985-70.5% |
| Participation rate | 91.9% | 84.3%+7.6pp | 87.6%+4.3pp | 69.5%+22.4pp |
| Annual return | 13.08% | 25.46%-12.4pp | 115.59%-102.5pp | 81.00%-67.9pp |
| Employer contribution / active EE | $1,379 | $3,907-64.7% | $5,614-75.4% | $2,440-43.5% |
| Participant deferral / active EE | $1,640 | $5,481-70.1% | $7,298-77.5% | $3,607-54.5% |
| Admin fee / account holder | $3,392 | $7,972-57.4% | $10,843-68.7% | $5,124-33.8% |