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 | $3,941 | $69,010-94.3% | $159,960-97.5% | $68,494-94.2% |
| Participation rate | 81.1% | 65.4%+15.7pp | 78.0%+3.1pp | 67.9%+13.2pp |
| Annual return | 4.02% | -9.65%+13.7pp | 408.60%-404.6pp | -7.84%+11.9pp |
| Employer contribution / active EE | $0 | $2,213-100.0% | $4,226-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,104 | $4,212-26.3% | $6,182-49.8% | $4,027-22.9% |
| Admin fee / account holder | $771 | $4,798-83.9% | $8,698-91.1% | $5,403-85.7% |