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.)
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 | $6,473 | $102,382-93.7% | $147,005-95.6% | $80,874-92.0% |
| Participation rate | 79.1% | 75.8%+3.3pp | 82.2%-3.1pp | 67.6%+11.5pp |
| Annual return | 28.82% | 134.89%-106.1pp | 418.76%-389.9pp | 35.62%-6.8pp |
| Employer contribution / active EE | $4,505 | $3,715+21.3% | $4,934-8.7% | $2,756+63.5% |
| Participant deferral / active EE | $957 | $6,646-85.6% | $8,070-88.1% | $4,297-77.7% |
| Admin fee / account holder | $1,049 | $7,942-86.8% | $13,006-91.9% | $6,935-84.9% |