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 3-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 | $4,895 | $202,432-97.6% | $169,368-97.1% | $139,434-96.5% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 4.96% | 531.74%-526.8pp | 405.60%-400.6pp | 372.94%-368.0pp |
| Employer contribution / active EE | $1,603 | $4,692-65.8% | $4,013-60.1% | $4,751-66.3% |
| Participant deferral / active EE | $574 | $6,938-91.7% | $6,221-90.8% | $6,710-91.5% |
| Admin fee / account holder | $18,780 | $10,708+75.4% | $9,003+108.6% | $11,403+64.7% |