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 | $12,206 | $159,934-92.4% | $147,005-91.7% | $145,959-91.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 6.42% | 98.24%-91.8pp | 418.76%-412.3pp | 561.95%-555.5pp |
| Employer contribution / active EE | $1,507 | $5,287-71.5% | $4,934-69.5% | $4,661-67.7% |
| Participant deferral / active EE | $2,059 | $8,427-75.6% | $8,070-74.5% | $6,689-69.2% |
| Admin fee / account holder | $9,317 | $15,053-38.1% | $13,006-28.4% | $13,398-30.5% |