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 9-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 | $7,049 | $58,577-88.0% | $83,333-91.5% | $64,186-89.0% |
| Participation rate | 91.2% | 72.0%+19.2pp | 77.8%+13.5pp | 69.6%+21.7pp |
| Annual return | -17.56% | 9.65%-27.2pp | 10.63%-28.2pp | 7.63%-25.2pp |
| Employer contribution / active EE | $0 | $2,098-100.0% | $3,379-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $5,783 | $4,654+24.3% | $5,565+3.9% | $3,470+66.7% |
| Admin fee / account holder | $717 | $9,275-92.3% | $7,510-90.5% | $4,888-85.3% |