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 | $31,134 | $69,767-55.4% | $217,422-85.7% | $69,767-55.4% |
| Participation rate | 100.0% | 76.8%+23.2pp | 64.8%+35.2pp | 76.8%+23.2pp |
| Annual return | 4.65% | -8.62%+13.3pp | -3.54%+8.2pp | -8.62%+13.3pp |
| Employer contribution / active EE | $1,344 | $3,142-57.2% | $15,647-91.4% | $3,142-57.2% |
| Participant deferral / active EE | $0 | $2,397-100.0% | $6,782-100.0% | $2,397-100.0% |
| Admin fee / account holder | $3,277 | $4,803-31.8% | $2,515+30.3% | $4,803-31.8% |