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 5-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 | $2,018 | $70,669-97.1% | $169,368-98.8% | $75,163-97.3% |
| Participation rate | 84.9% | 64.8%+20.1pp | 77.1%+7.8pp | 67.2%+17.7pp |
| Annual return | 20.71% | 36.36%-15.6pp | 405.60%-384.9pp | 160.62%-139.9pp |
| Employer contribution / active EE | $822 | $2,211-62.8% | $4,013-79.5% | $2,670-69.2% |
| Participant deferral / active EE | $1,324 | $4,311-69.3% | $6,221-78.7% | $4,125-67.9% |
| Admin fee / account holder | $552 | $5,402-89.8% | $9,003-93.9% | $5,651-90.2% |