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 3-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.)
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 | $3,398 | $48,795-93.0% | $65,493-94.8% | $84,808-96.0% |
| Participation rate | 75.4% | 67.0%+8.4pp | 73.1%+2.3pp | 68.3%+7.1pp |
| Annual return | 20.66% | 20.20%+0.5pp | 982.45%-961.8pp | 40.90%-20.2pp |
| Employer contribution / active EE | $505 | $1,930-73.8% | $2,574-80.4% | $2,631-80.8% |
| Participant deferral / active EE | $812 | $2,928-72.3% | $3,961-79.5% | $4,212-80.7% |
| Admin fee / account holder | $328 | $3,877-91.5% | $5,028-93.5% | $7,344-95.5% |