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 | $8,798 | $163,101-94.6% | $136,749-93.6% | $142,382-93.8% |
| Participation rate | 76.9% | 78.2%-1.3pp | 72.1%+4.8pp | 80.1%-3.2pp |
| Annual return | 19.39% | 27.54%-8.1pp | 24.33%-4.9pp | 217.08%-197.7pp |
| Employer contribution / active EE | $0 | $4,117-100.0% | $3,400-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $4,217 | $5,585-24.5% | $4,692-10.1% | $6,507-35.2% |
| Admin fee / account holder | $330 | $14,318-97.7% | $11,386-97.1% | $12,624-97.4% |