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 6-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 | $2,316 | $48,046-95.2% | $84,611-97.3% | $72,985-96.8% |
| Participation rate | 82.5% | 57.6%+24.9pp | 68.2%+14.3pp | 69.5%+13.0pp |
| Annual return | 0.00% | 37.38%-37.4pp | 258.74%-258.7pp | 81.00%-81.0pp |
| Employer contribution / active EE | $2,153 | $1,602+34.4% | $2,652-18.8% | $2,440-11.8% |
| Participant deferral / active EE | $233 | $2,680-91.3% | $3,899-94.0% | $3,607-93.5% |
| Admin fee / account holder | $378 | $3,395-88.9% | $4,912-92.3% | $5,124-92.6% |