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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $26,822 | $198,466-86.5% | $170,442-84.3% | $147,584-81.8% |
| Participation rate | 72.7% | 88.0%-15.2pp | 83.6%-10.9pp | 82.8%-10.1pp |
| Annual return | 1.80% | 257.29%-255.5pp | 205.93%-204.1pp | 578.55%-576.7pp |
| Employer contribution / active EE | $747 | $6,184-87.9% | $5,433-86.2% | $4,876-84.7% |
| Participant deferral / active EE | $3,471 | $5,629-38.3% | $4,939-29.7% | $5,439-36.2% |
| Admin fee / account holder | $3,839 | $16,852-77.2% | $13,880-72.3% | $10,885-64.7% |