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 | $26,503 | $140,588-81.1% | $123,104-78.5% | $125,391-78.9% |
| Participation rate | 94.4% | 88.2%+6.2pp | 86.8%+7.7pp | 83.2%+11.3pp |
| Annual return | -1.71% | 16.80%-18.5pp | 13.22%-14.9pp | 282.22%-283.9pp |
| Employer contribution / active EE | $1,115 | $6,041-81.5% | $5,151-78.4% | $4,866-77.1% |
| Participant deferral / active EE | $2,470 | $6,980-64.6% | $6,230-60.4% | $5,352-53.8% |
| Admin fee / account holder | $5,745 | $11,198-48.7% | $9,015-36.3% | $9,540-39.8% |