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.
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.)
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 | $7,546 | $102,317-92.6% | $146,958-94.9% | $80,856-90.7% |
| Participation rate | 91.9% | 75.8%+16.1pp | 82.2%+9.8pp | 67.6%+24.3pp |
| Annual return | 22.62% | 134.76%-112.1pp | 418.34%-395.7pp | 35.59%-13.0pp |
| Employer contribution / active EE | $807 | $3,713-78.3% | $4,933-83.6% | $2,755-70.7% |
| Participant deferral / active EE | $3,390 | $6,644-49.0% | $8,070-58.0% | $4,296-21.1% |
| Admin fee / account holder | $622 | $7,941-92.2% | $12,998-95.2% | $6,918-91.0% |