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 9-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 | $10,798 | $48,076-77.5% | $78,689-86.3% | $62,891-82.8% |
| Participation rate | 91.7% | 65.2%+26.5pp | 73.6%+18.1pp | 69.3%+22.4pp |
| Annual return | 3.21% | 31.35%-28.1pp | 62.18%-59.0pp | 20.14%-16.9pp |
| Employer contribution / active EE | $878 | $2,015-56.4% | $2,851-69.2% | $2,281-61.5% |
| Participant deferral / active EE | $646 | $2,588-75.0% | $3,517-81.6% | $3,203-79.8% |
| Admin fee / account holder | $946 | $3,207-70.5% | $4,510-79.0% | $4,296-78.0% |