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 | $8,248 | $159,602-94.8% | $150,045-94.5% | $142,382-94.2% |
| Participation rate | 70.6% | 84.0%-13.4pp | 82.3%-11.7pp | 80.1%-9.5pp |
| Annual return | 17.70% | 70.24%-52.5pp | 62.55%-44.9pp | 217.08%-199.4pp |
| Employer contribution / active EE | $0 | $4,961-100.0% | $4,693-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $3,048 | $8,310-63.3% | $7,997-61.9% | $6,507-53.2% |
| Admin fee / account holder | $1,207 | $14,846-91.9% | $13,435-91.0% | $12,624-90.4% |