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.
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.)
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 | $48,318 | $187,247-74.2% | $164,721-70.7% | $350,408-86.2% |
| Participation rate | 100.0% | 44.0%+56.0pp | 21.0%+79.0pp | 44.4%+55.6pp |
| Annual return | -12.69% | -5.84%-6.9pp | -5.84%-6.8pp | -14.65%+2.0pp |
| Employer contribution / active EE | $727 | $39,394-98.2% | $31,839-97.7% | $46,320-98.4% |
| Participant deferral / active EE | $0 | $0 | $2-100.0% | $60-100.0% |
| Admin fee / account holder | $441 | $1,070-58.8% | $1,000-56.0% | $14,631-97.0% |