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 3-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 | $6,875 | $95,274-92.8% | $135,903-94.9% | $74,419-90.8% |
| Participation rate | 93.2% | 78.2%+15.1pp | 81.9%+11.3pp | 70.7%+22.5pp |
| Annual return | 79.86% | 32.77%+47.1pp | 68.23%+11.6pp | 34.38%+45.5pp |
| Employer contribution / active EE | $1,697 | $3,874-56.2% | $4,856-65.1% | $2,637-35.7% |
| Participant deferral / active EE | $2,679 | $7,782-65.6% | $7,758-65.5% | $4,528-40.8% |
| Admin fee / account holder | $537 | $266+101.7% | $10,762-95.0% | $348+54.3% |