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 8-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 | $8,416 | $159,901-94.7% | $146,958-94.3% | $145,922-94.2% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.2%+3.6pp | 80.3%+5.4pp |
| Annual return | 1.24% | 98.13%-96.9pp | 418.34%-417.1pp | 561.29%-560.0pp |
| Employer contribution / active EE | $1,032 | $5,286-80.5% | $4,933-79.1% | $4,660-77.8% |
| Participant deferral / active EE | $972 | $8,428-88.5% | $8,070-88.0% | $6,688-85.5% |
| Admin fee / account holder | $504 | $15,044-96.7% | $12,998-96.1% | $13,397-96.2% |