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 9-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 | $2,425 | $104,486-97.7% | $76,817-96.8% | $152,861-98.4% |
| Participation rate | 100.0% | 76.6%+23.4pp | 72.1%+27.9pp | 82.4%+17.6pp |
| Annual return | -6.87% | 1013.37%-1020.2pp | 1166.11%-1173.0pp | 345.32%-352.2pp |
| Employer contribution / active EE | $736 | $3,116-76.4% | $2,302-68.0% | $4,762-84.5% |
| Participant deferral / active EE | $736 | $4,236-82.6% | $3,336-77.9% | $5,850-87.4% |
| Admin fee / account holder | $543 | $12,275-95.6% | $6,420-91.5% | $11,596-95.3% |