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.)
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 | $25,338 | $132,239-80.8% | $105,722-76.0% | $273,961-90.8% |
| Participation rate | 92.3% | 83.2%+9.1pp | 78.9%+13.4pp | 83.0%+9.3pp |
| Annual return | 5.09% | 10.07%-5.0pp | 12.25%-7.2pp | 41.45%-36.4pp |
| Employer contribution / active EE | $0 | $4,867-100.0% | $4,079-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,425 | $6,233-61.1% | $5,326-54.5% | $5,287-54.1% |
| Admin fee / account holder | $388 | $12,032-96.8% | $8,308-95.3% | $10,132-96.2% |