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 | $7,548 | $114,381-93.4% | $107,525-93.0% | $142,382-94.7% |
| Participation rate | 88.9% | 78.1%+10.8pp | 75.1%+13.8pp | 80.1%+8.8pp |
| Annual return | 17.86% | 242.71%-224.8pp | 181.32%-163.5pp | 217.08%-199.2pp |
| Employer contribution / active EE | $1,243 | $4,015-69.0% | $3,754-66.9% | $4,299-71.1% |
| Participant deferral / active EE | $1,338 | $5,564-75.9% | $5,116-73.8% | $6,507-79.4% |
| Admin fee / account holder | $1,069 | $9,860-89.2% | $8,919-88.0% | $12,624-91.5% |