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 8-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 | $7,603 | $49,173-84.5% | $121,098-93.7% | $75,163-89.9% |
| Participation rate | 92.2% | 55.4%+36.8pp | 69.5%+22.7pp | 67.2%+25.0pp |
| Annual return | 19.66% | 55.99%-36.3pp | 985.75%-966.1pp | 160.62%-141.0pp |
| Employer contribution / active EE | $0 | $1,546-100.0% | $4,164-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,935 | $2,628-26.4% | $4,080-52.6% | $4,125-53.1% |
| Admin fee / account holder | $341 | $3,942-91.4% | $5,644-94.0% | $5,651-94.0% |