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.
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 | $5,036 | $64,707-92.2% | $112,228-95.5% | $68,494-92.6% |
| Participation rate | 95.3% | 67.2%+28.2pp | 75.1%+20.3pp | 67.9%+27.5pp |
| Annual return | 5.69% | -11.40%+17.1pp | 27.45%-21.8pp | -7.84%+13.5pp |
| Employer contribution / active EE | $1,822 | $2,746-33.6% | $3,635-49.9% | $2,596-29.8% |
| Participant deferral / active EE | $391 | $3,565-89.0% | $4,728-91.7% | $4,027-90.3% |
| Admin fee / account holder | $1,121 | $5,232-78.6% | $6,410-82.5% | $5,403-79.3% |