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 4-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 | $10,116 | $89,698-88.7% | $103,464-90.2% | $80,874-87.5% |
| Participation rate | 85.7% | 76.0%+9.7pp | 80.5%+5.2pp | 67.6%+18.1pp |
| Annual return | 15.82% | 22.78%-7.0pp | 23.91%-8.1pp | 35.62%-19.8pp |
| Employer contribution / active EE | $1,223 | $4,018-69.6% | $4,677-73.8% | $2,756-55.6% |
| Participant deferral / active EE | $1,726 | $5,456-68.4% | $6,624-73.9% | $4,297-59.8% |
| Admin fee / account holder | $893 | $6,768-86.8% | $9,410-90.5% | $6,935-87.1% |