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 | $9,136 | $159,901-94.3% | $146,958-93.8% | $145,922-93.7% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 2.89% | 98.13%-95.2pp | 418.34%-415.4pp | 561.29%-558.4pp |
| Employer contribution / active EE | $1,452 | $5,286-72.5% | $4,933-70.6% | $4,660-68.8% |
| Participant deferral / active EE | $2,363 | $8,428-72.0% | $8,070-70.7% | $6,688-64.7% |
| Admin fee / account holder | $9,503 | $15,044-36.8% | $12,998-26.9% | $13,397-29.1% |