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 | $30,429 | $109,413-72.2% | $156,263-80.5% | $84,808-64.1% |
| Participation rate | 96.2% | 72.7%+23.5pp | 78.9%+17.3pp | 68.3%+27.9pp |
| Annual return | 10.47% | 20.18%-9.7pp | 59.47%-49.0pp | 40.90%-30.4pp |
| Employer contribution / active EE | $1,476 | $2,907-49.2% | $4,333-65.9% | $2,631-43.9% |
| Participant deferral / active EE | $1,289 | $4,590-71.9% | $6,158-79.1% | $4,212-69.4% |
| Admin fee / account holder | $4,924 | $9,357-47.4% | $14,255-65.5% | $7,344-32.9% |