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 | $17,669 | $67,606-73.9% | $82,313-78.5% | $70,131-74.8% |
| Participation rate | 75.6% | 72.8%+2.9pp | 76.9%-1.3pp | 69.5%+6.1pp |
| Annual return | 12.76% | 21.57%-8.8pp | 25.88%-13.1pp | 73.14%-60.4pp |
| Employer contribution / active EE | $110 | $1,755-93.7% | $2,428-95.5% | $2,342-95.3% |
| Participant deferral / active EE | $1,576 | $2,987-47.2% | $3,706-57.5% | $3,332-52.7% |
| Admin fee / account holder | $945 | $4,512-79.1% | $5,608-83.1% | $4,645-79.7% |