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.)
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 | $12,632 | $83,902-84.9% | $167,512-92.5% | $84,808-85.1% |
| Participation rate | 81.8% | 66.5%+15.4pp | 77.1%+4.8pp | 68.3%+13.5pp |
| Annual return | 14.85% | 91.55%-76.7pp | 1615.79%-1600.9pp | 40.90%-26.0pp |
| Employer contribution / active EE | $434 | $2,264-80.8% | $3,882-88.8% | $2,631-83.5% |
| Participant deferral / active EE | $2,096 | $4,442-52.8% | $6,405-67.3% | $4,212-50.2% |
| Admin fee / account holder | $655 | $7,915-91.7% | $9,769-93.3% | $7,344-91.1% |