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 | $20,887 | $91,552-77.2% | $133,956-84.4% | $79,858-73.8% |
| Participation rate | 98.4% | 73.3%+25.0pp | 79.8%+18.5pp | 69.6%+28.7pp |
| Annual return | 5.59% | 61.85%-56.3pp | 45.09%-39.5pp | 31.71%-26.1pp |
| Employer contribution / active EE | $4,766 | $2,384+100.0% | $3,919+21.6% | $2,471+92.9% |
| Participant deferral / active EE | $0 | $3,733-100.0% | $5,048-100.0% | $3,740-100.0% |
| Admin fee / account holder | $305 | $6,321-95.2% | $8,927-96.6% | $5,306-94.2% |