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.)
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 | $12,134 | $142,344-91.5% | $119,609-89.9% | $134,475-91.0% |
| Participation rate | 91.7% | 82.8%+8.9pp | 79.3%+12.4pp | 81.2%+10.4pp |
| Annual return | -23.61% | -12.44%-11.2pp | -14.97%-8.6pp | 417.96%-441.6pp |
| Employer contribution / active EE | $1,018 | $5,222-80.5% | $4,232-75.9% | $4,740-78.5% |
| Participant deferral / active EE | $3,855 | $6,469-40.4% | $5,602-31.2% | $6,400-39.8% |
| Admin fee / account holder | $1,226 | $13,584-91.0% | $10,323-88.1% | $11,426-89.3% |