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 | $2,469 | $100,773-97.5% | $88,946-97.2% | $142,382-98.3% |
| Participation rate | 80.0% | 74.3%+5.7pp | 68.8%+11.2pp | 80.1%-0.1pp |
| Annual return | 16.35% | 70.18%-53.8pp | 57.82%-41.5pp | 217.08%-200.7pp |
| Employer contribution / active EE | $479 | $2,918-83.6% | $2,555-81.2% | $4,299-88.9% |
| Participant deferral / active EE | $547 | $5,230-89.5% | $4,581-88.1% | $6,507-91.6% |
| Admin fee / account holder | $861 | $9,693-91.1% | $8,261-89.6% | $12,624-93.2% |