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 6-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.
See 1 actuary disclosure. $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.
Employer 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 | $42,985 | $337,865-87.3% | $346,182-87.6% | $254,542-83.1% |
| Participation rate | 83.3% | 56.9%+26.4pp | 52.1%+31.2pp | 47.4%+36.0pp |
| Annual return | 1.81% | 12.82%-11.0pp | 13.48%-11.7pp | 12.16%-10.3pp |
| Employer contribution / active EE | $573 | $49,622-98.8% | $47,067-98.8% | $44,746-98.7% |
| Participant deferral / active EE | $0 | $174-100.0% | $200-100.0% | $170-100.0% |
| Admin fee / account holder | $374 | $14,867-97.5% | $14,572-97.4% | $17,640-97.9% |