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 | $15,091 | $198,466-92.4% | $170,442-91.1% | $147,584-89.8% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 8.03% | 257.29%-249.3pp | 205.93%-197.9pp | 578.55%-570.5pp |
| Employer contribution / active EE | $1,252 | $6,184-79.8% | $5,433-77.0% | $4,876-74.3% |
| Participant deferral / active EE | $2,054 | $5,629-63.5% | $4,939-58.4% | $5,439-62.2% |
| Admin fee / account holder | $545 | $16,852-96.8% | $13,880-96.1% | $10,885-95.0% |