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 | $9,449 | $80,968-88.3% | $96,544-90.2% | $75,163-87.4% |
| Participation rate | 96.3% | 71.8%+24.5pp | 76.0%+20.3pp | 67.2%+29.1pp |
| Annual return | 10.34% | 27.06%-16.7pp | 25.84%-15.5pp | 160.62%-150.3pp |
| Employer contribution / active EE | $932 | $2,282-59.2% | $2,965-68.6% | $2,670-65.1% |
| Participant deferral / active EE | $148 | $3,928-96.2% | $4,851-97.0% | $4,125-96.4% |
| Admin fee / account holder | $1,175 | $6,724-82.5% | $8,252-85.8% | $5,651-79.2% |