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 10-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 | $4,980 | $72,404-93.1% | $110,238-95.5% | $64,186-92.2% |
| Participation rate | 98.5% | 73.3%+25.1pp | 79.8%+18.6pp | 69.6%+28.9pp |
| Annual return | -9.49% | -6.29%-3.2pp | 314.74%-324.2pp | 7.63%-17.1pp |
| Employer contribution / active EE | $674 | $2,282-70.4% | $3,826-82.4% | $2,381-71.7% |
| Participant deferral / active EE | $498 | $3,469-85.6% | $4,672-89.3% | $3,470-85.6% |
| Admin fee / account holder | $569 | $5,664-90.0% | $8,547-93.3% | $4,888-88.4% |