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 | $6,393 | $94,529-93.2% | $140,016-95.4% | $64,186-90.0% |
| Participation rate | 88.0% | 84.1%+3.9pp | 87.5%+0.5pp | 69.6%+18.4pp |
| Annual return | -5.25% | 7.77%-13.0pp | 651.12%-656.4pp | 7.63%-12.9pp |
| Employer contribution / active EE | $1,477 | $3,812-61.2% | $5,606-73.6% | $2,381-37.9% |
| Participant deferral / active EE | $2,329 | $5,250-55.6% | $6,927-66.4% | $3,470-32.9% |
| Admin fee / account holder | $453 | $6,741-93.3% | $10,705-95.8% | $4,888-90.7% |