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 10-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 | $10,254 | $217,402-95.3% | $185,823-94.5% | $167,490-93.9% |
| Participation rate | 71.4% | 86.0%-14.6pp | 81.7%-10.3pp | 82.1%-10.7pp |
| Annual return | -9.88% | 148.36%-158.2pp | 122.05%-131.9pp | 478.56%-488.4pp |
| Employer contribution / active EE | $1,364 | $5,873-76.8% | $5,167-73.6% | $4,837-71.8% |
| Participant deferral / active EE | $978 | $6,356-84.6% | $5,568-82.4% | $6,341-84.6% |
| Admin fee / account holder | $3,854 | $19,811-80.5% | $16,237-76.3% | $12,309-68.7% |