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 | $9,986 | $105,860-90.6% | $90,749-89.0% | $134,475-92.6% |
| Participation rate | 85.7% | 78.2%+7.5pp | 75.7%+10.0pp | 81.2%+4.5pp |
| Annual return | -24.02% | -11.01%-13.0pp | -12.16%-11.9pp | 417.96%-442.0pp |
| Employer contribution / active EE | $2,103 | $3,462-39.3% | $2,921-28.0% | $4,740-55.6% |
| Participant deferral / active EE | $757 | $5,216-85.5% | $4,564-83.4% | $6,400-88.2% |
| Admin fee / account holder | $984 | $13,938-92.9% | $8,445-88.3% | $11,426-91.4% |