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 7-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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $7,864 | $57,016-86.2% | $84,966-90.7% | $80,856-90.3% |
| Participation rate | 74.2% | 56.3%+17.8pp | 67.5%+6.7pp | 67.6%+6.6pp |
| Annual return | -32.24% | 21.66%-53.9pp | 66.38%-98.6pp | 35.59%-67.8pp |
| Employer contribution / active EE | $0 | $1,798-100.0% | $2,727-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $3,343 | $3,110+7.5% | $4,519-26.0% | $4,296-22.2% |
| Admin fee / account holder | $2,641 | $4,980-47.0% | $6,149-57.0% | $6,918-61.8% |