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 | $3,738 | $72,404-94.8% | $110,238-96.6% | $64,186-94.2% |
| Participation rate | 81.5% | 73.3%+8.1pp | 79.8%+1.7pp | 69.6%+11.9pp |
| Annual return | -18.93% | -6.29%-12.6pp | 314.74%-333.7pp | 7.63%-26.6pp |
| Employer contribution / active EE | $979 | $2,282-57.1% | $3,826-74.4% | $2,381-58.9% |
| Participant deferral / active EE | $1,515 | $3,469-56.3% | $4,672-67.6% | $3,470-56.3% |
| Admin fee / account holder | $2,252 | $5,664-60.2% | $8,547-73.7% | $4,888-53.9% |