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.
Employer 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 | $11,980 | $138,065-91.3% | $123,544-90.3% | $135,375-91.2% |
| Participation rate | 83.3% | 84.7%-1.4pp | 82.3%+1.0pp | 82.6%+0.7pp |
| Annual return | -33.21% | 153.68%-186.9pp | 119.20%-152.4pp | 519.73%-552.9pp |
| Employer contribution / active EE | $886 | $5,151-82.8% | $4,628-80.9% | $4,779-81.5% |
| Participant deferral / active EE | $3,864 | $6,799-43.2% | $6,426-39.9% | $5,609-31.1% |
| Admin fee / account holder | $2,477 | $10,916-77.3% | $9,284-73.3% | $10,827-77.1% |