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 | $11,936 | $78,422-84.8% | $95,952-87.6% | $79,858-85.1% |
| Participation rate | 97.6% | 73.5%+24.1pp | 77.1%+20.5pp | 69.6%+27.9pp |
| Annual return | 9.02% | 19.37%-10.3pp | 91.61%-82.6pp | 31.71%-22.7pp |
| Employer contribution / active EE | $1,074 | $1,945-44.8% | $2,541-57.7% | $2,471-56.5% |
| Participant deferral / active EE | $280 | $3,440-91.9% | $4,167-93.3% | $3,740-92.5% |
| Admin fee / account holder | $2,576 | $5,622-54.2% | $6,795-62.1% | $5,306-51.5% |