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 | $16,311 | $98,240-83.4% | $82,313-80.2% | $147,584-88.9% |
| Participation rate | 90.0% | 79.7%+10.3pp | 76.9%+13.1pp | 82.8%+7.2pp |
| Annual return | 12.23% | 30.85%-18.6pp | 25.88%-13.6pp | 578.55%-566.3pp |
| Employer contribution / active EE | $179 | $3,192-94.4% | $2,428-92.6% | $4,876-96.3% |
| Participant deferral / active EE | $1,571 | $4,383-64.2% | $3,706-57.6% | $5,439-71.1% |
| Admin fee / account holder | $651 | $8,563-92.4% | $5,608-88.4% | $10,885-94.0% |