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.)
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 | $1,445 | $25,014-94.2% | $69,647-97.9% | $80,856-98.2% |
| Participation rate | 85.2% | 64.2%+20.9pp | 66.5%+18.7pp | 67.6%+17.5pp |
| Annual return | 4.85% | 19.07%-14.2pp | 100.48%-95.6pp | 35.59%-30.7pp |
| Employer contribution / active EE | $348 | $993-64.9% | $1,712-79.7% | $2,755-87.4% |
| Participant deferral / active EE | $623 | $1,839-66.1% | $2,886-78.4% | $4,296-85.5% |
| Admin fee / account holder | $936 | $2,488-62.4% | $4,713-80.1% | $6,918-86.5% |