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 5-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 | $2,246 | $77,899-97.1% | $149,673-98.5% | $75,163-97.0% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 19.73% | 31.72%-12.0pp | 134.42%-114.7pp | 160.62%-140.9pp |
| Employer contribution / active EE | $287 | $3,137-90.9% | $4,818-94.0% | $2,670-89.3% |
| Participant deferral / active EE | $933 | $3,411-72.7% | $5,680-83.6% | $4,125-77.4% |
| Admin fee / account holder | $422 | $5,956-92.9% | $13,210-96.8% | $5,651-92.5% |