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 10-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 | $6,411 | $105,630-93.9% | $87,507-92.7% | $273,961-97.7% |
| Participation rate | 82.4% | 78.2%+4.2pp | 73.8%+8.5pp | 83.0%-0.7pp |
| Annual return | 10.00% | 12.25%-2.3pp | 12.21%-2.2pp | 41.45%-31.5pp |
| Employer contribution / active EE | $0 | $3,141-100.0% | $2,550-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $4,097 | $3,601+13.8% | $3,149+30.1% | $5,287-22.5% |
| Admin fee / account holder | $596 | $4,781-87.5% | $4,221-85.9% | $10,132-94.1% |