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 | $15,675 | $62,586-75.0% | $76,768-79.6% | $64,186-75.6% |
| Participation rate | 92.3% | 72.8%+19.5pp | 77.0%+15.3pp | 69.6%+22.7pp |
| Annual return | 0.87% | -1.95%+2.8pp | 2.43%-1.6pp | 7.63%-6.8pp |
| Employer contribution / active EE | $244 | $1,832-86.7% | $2,485-90.2% | $2,381-89.7% |
| Participant deferral / active EE | $2,137 | $3,145-32.1% | $3,852-44.5% | $3,470-38.4% |
| Admin fee / account holder | $1,320 | $4,667-71.7% | $6,675-80.2% | $4,888-73.0% |