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 4-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 | $3,160 | $80,717-96.1% | $154,803-98.0% | $84,808-96.3% |
| Participation rate | 72.0% | 66.8%+5.2pp | 78.1%-6.1pp | 68.3%+3.7pp |
| Annual return | 21.00% | 37.96%-17.0pp | 58.88%-37.9pp | 40.90%-19.9pp |
| Employer contribution / active EE | $0 | $2,761-100.0% | $4,305-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $897 | $3,303-72.8% | $5,540-83.8% | $4,212-78.7% |
| Admin fee / account holder | $1,199 | $6,746-82.2% | $14,329-91.6% | $7,344-83.7% |