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 8-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 | $38,239 | $138,347-72.4% | $184,203-79.2% | $80,856-52.7% |
| Participation rate | 95.5% | 83.9%+11.6pp | 86.8%+8.6pp | 67.6%+27.8pp |
| Annual return | 20.99% | 20.02%+1.0pp | 28.81%-7.8pp | 35.59%-14.6pp |
| Employer contribution / active EE | $0 | $4,850-100.0% | $6,427-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $12,269 | $7,071+73.5% | $9,131+34.4% | $4,296+185.6% |
| Admin fee / account holder | $4,737 | $10,483-54.8% | $13,901-65.9% | $6,918-31.5% |