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 | $5,483 | $106,515-94.9% | $96,683-94.3% | $139,434-96.1% |
| Participation rate | 83.3% | 77.8%+5.5pp | 74.3%+9.0pp | 80.3%+3.0pp |
| Annual return | 9.55% | 38.43%-28.9pp | 35.69%-26.1pp | 372.94%-363.4pp |
| Employer contribution / active EE | $1,877 | $4,103-54.2% | $3,737-49.8% | $4,751-60.5% |
| Participant deferral / active EE | $1,095 | $5,454-79.9% | $4,878-77.6% | $6,710-83.7% |
| Admin fee / account holder | $1,973 | $7,877-74.9% | $6,730-70.7% | $11,403-82.7% |