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 | $5,127 | $68,719-92.5% | $91,541-94.4% | $84,808-94.0% |
| Participation rate | 92.2% | 64.5%+27.7pp | 69.8%+22.4pp | 68.3%+23.8pp |
| Annual return | 33.45% | 19.12%+14.3pp | 20.50%+12.9pp | 40.90%-7.5pp |
| Employer contribution / active EE | $517 | $1,920-73.1% | $2,505-79.4% | $2,631-80.4% |
| Participant deferral / active EE | $1,045 | $3,136-66.7% | $4,008-73.9% | $4,212-75.2% |
| Admin fee / account holder | $426 | $5,786-92.6% | $6,956-93.9% | $7,344-94.2% |