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 | $5,542 | $77,899-92.9% | $149,673-96.3% | $75,163-92.6% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 13.26% | 31.72%-18.5pp | 134.42%-121.2pp | 160.62%-147.4pp |
| Employer contribution / active EE | $762 | $3,137-75.7% | $4,818-84.2% | $2,670-71.5% |
| Participant deferral / active EE | $739 | $3,411-78.3% | $5,680-87.0% | $4,125-82.1% |
| Admin fee / account holder | $307 | $5,956-94.8% | $13,210-97.7% | $5,651-94.6% |