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 4-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 | $9,831 | $125,758-92.2% | $169,993-94.2% | $75,163-86.9% |
| Participation rate | 86.2% | 83.6%+2.6pp | 87.0%-0.8pp | 67.2%+19.0pp |
| Annual return | 249.70% | 27.20%+222.5pp | 53.37%+196.3pp | 160.62%+89.1pp |
| Employer contribution / active EE | $0 | $4,615-100.0% | $6,785-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $6,279 | $6,837-8.2% | $10,408-39.7% | $4,125+52.2% |
| Admin fee / account holder | $641 | $8,173-92.2% | $12,815-95.0% | $5,651-88.7% |