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 | $8,675 | $76,000-88.6% | $154,107-94.4% | $64,186-86.5% |
| Participation rate | 74.2% | 70.4%+3.8pp | 83.0%-8.8pp | 69.6%+4.6pp |
| Annual return | -6.51% | 30.32%-36.8pp | 735.12%-741.6pp | 7.63%-14.1pp |
| Employer contribution / active EE | $319 | $3,351-90.5% | $5,298-94.0% | $2,381-86.6% |
| Participant deferral / active EE | $1,018 | $3,175-67.9% | $5,081-80.0% | $3,470-70.6% |
| Admin fee / account holder | $1,023 | $5,596-81.7% | $13,411-92.4% | $4,888-79.1% |