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.)
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 | $14,819 | $165,984-91.1% | $164,813-91.0% | $145,922-89.8% |
| Participation rate | 75.0% | 82.0%-7.0pp | 78.6%-3.6pp | 80.3%-5.3pp |
| Annual return | 6.88% | 100.03%-93.2pp | 69.93%-63.0pp | 561.29%-554.4pp |
| Employer contribution / active EE | $162 | $5,273-96.9% | $4,341-96.3% | $4,660-96.5% |
| Participant deferral / active EE | $2,190 | $6,959-68.5% | $6,031-63.7% | $6,688-67.3% |
| Admin fee / account holder | $24,271 | $16,648+45.8% | $12,690+91.3% | $13,397+81.2% |