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 | $25,807 | $91,552-71.8% | $133,956-80.7% | $79,858-67.7% |
| Participation rate | 71.1% | 73.3%-2.3pp | 79.8%-8.8pp | 69.6%+1.4pp |
| Annual return | 8.58% | 61.85%-53.3pp | 45.09%-36.5pp | 31.71%-23.1pp |
| Employer contribution / active EE | $0 | $2,384-100.0% | $3,919-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,464 | $3,733-34.0% | $5,048-51.2% | $3,740-34.1% |
| Admin fee / account holder | $338 | $6,321-94.7% | $8,927-96.2% | $5,306-93.6% |