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 5-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.
See 1 actuary disclosure. $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.
Employer 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 | $42,869 | $62,467-31.4% | $128,366-66.6% | $46,757-8.3% |
| Participation rate | 100.0% | 15.3%+84.7pp | 19.3%+80.7pp | 11.3%+88.7pp |
| Annual return | 2.20% | 11.00%-8.8pp | 9.39%-7.2pp | 10.41%-8.2pp |
| Employer contribution / active EE | $3,205 | $16,132-80.1% | $33,466-90.4% | $14,691-78.2% |
| Participant deferral / active EE | $0 | $198-100.0% | $657-100.0% | $58-100.0% |
| Admin fee / account holder | $2,227 | $1,085+105.3% | $2,132+4.4% | $2,646-15.9% |