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 | $9,789 | $57,354-82.9% | $83,848-88.3% | $64,186-84.7% |
| Participation rate | 88.3% | 68.6%+19.7pp | 76.1%+12.2pp | 69.6%+18.8pp |
| Annual return | -8.06% | 11.38%-19.4pp | 850.88%-858.9pp | 7.63%-15.7pp |
| Employer contribution / active EE | $262 | $2,545-89.7% | $3,631-92.8% | $2,381-89.0% |
| Participant deferral / active EE | $1,256 | $2,993-58.0% | $4,082-69.2% | $3,470-63.8% |
| Admin fee / account holder | $359 | $4,046-91.1% | $5,478-93.4% | $4,888-92.6% |