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 | $7,946 | $117,841-93.3% | $102,423-92.2% | $145,922-94.6% |
| Participation rate | 73.9% | 78.6%-4.7pp | 76.5%-2.6pp | 80.3%-6.4pp |
| Annual return | 16.05% | 31.65%-15.6pp | 29.32%-13.3pp | 561.29%-545.2pp |
| Employer contribution / active EE | $1,518 | $3,615-58.0% | $3,023-49.8% | $4,660-67.4% |
| Participant deferral / active EE | $1,720 | $5,731-70.0% | $5,053-66.0% | $6,688-74.3% |
| Admin fee / account holder | $1,006 | $13,326-92.5% | $9,451-89.4% | $13,397-92.5% |