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 7-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 | $13,706 | $72,492-81.1% | $87,100-84.3% | $72,985-81.2% |
| Participation rate | 98.7% | 72.8%+25.9pp | 76.9%+21.8pp | 69.5%+29.2pp |
| Annual return | 13.54% | 24.46%-10.9pp | 28.19%-14.6pp | 81.00%-67.5pp |
| Employer contribution / active EE | $951 | $1,894-49.8% | $2,521-62.3% | $2,440-61.0% |
| Participant deferral / active EE | $311 | $3,270-90.5% | $4,049-92.3% | $3,607-91.4% |
| Admin fee / account holder | $637 | $5,055-87.4% | $7,497-91.5% | $5,124-87.6% |