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.)
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 | $7,725 | $159,602-95.2% | $150,045-94.9% | $142,382-94.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 3.47% | 70.24%-66.8pp | 62.55%-59.1pp | 217.08%-213.6pp |
| Employer contribution / active EE | $1,181 | $4,961-76.2% | $4,693-74.8% | $4,299-72.5% |
| Participant deferral / active EE | $2,109 | $8,310-74.6% | $7,997-73.6% | $6,507-67.6% |
| Admin fee / account holder | $1,407 | $14,846-90.5% | $13,435-89.5% | $12,624-88.9% |