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 7-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 | $14,955 | $109,881-86.4% | $150,045-90.0% | $84,808-82.4% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 12.64% | 28.25%-15.6pp | 62.55%-49.9pp | 40.90%-28.3pp |
| Employer contribution / active EE | $2,401 | $3,561-32.6% | $4,693-48.8% | $2,631-8.7% |
| Participant deferral / active EE | $1,337 | $6,636-79.9% | $7,997-83.3% | $4,212-68.3% |
| Admin fee / account holder | $1,281 | $8,568-85.1% | $13,435-90.5% | $7,344-82.6% |