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.)
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 | $11,091 | $93,571-88.1% | $135,903-91.8% | $75,163-85.2% |
| Participation rate | 97.4% | 75.2%+22.3pp | 81.9%+15.5pp | 67.2%+30.2pp |
| Annual return | 16.78% | 30.90%-14.1pp | 68.23%-51.5pp | 160.62%-143.8pp |
| Employer contribution / active EE | $2,426 | $3,537-31.4% | $4,856-50.0% | $2,670-9.1% |
| Participant deferral / active EE | $551 | $6,404-91.4% | $7,758-92.9% | $4,125-86.6% |
| Admin fee / account holder | $1,184 | $6,975-83.0% | $10,762-89.0% | $5,651-79.0% |