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 6-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 | $9,178 | $71,883-87.2% | $86,677-89.4% | $68,494-86.6% |
| Participation rate | 77.4% | 72.2%+5.2pp | 76.6%+0.8pp | 67.9%+9.5pp |
| Annual return | 57.18% | 3.52%+53.7pp | 35.91%+21.3pp | -7.84%+65.0pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,836-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $4,765 | $3,779+26.1% | $4,656+2.3% | $4,027+18.3% |
| Admin fee / account holder | $3,200 | $6,112-47.6% | $7,493-57.3% | $5,403-40.8% |