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 | $5,620 | $45,035-87.5% | $62,995-91.1% | $70,131-92.0% |
| Participation rate | 97.8% | 69.5%+28.3pp | 74.8%+23.0pp | 69.5%+28.2pp |
| Annual return | 8.44% | 18.76%-10.3pp | 87.57%-79.1pp | 73.14%-64.7pp |
| Employer contribution / active EE | $212 | $2,051-89.7% | $2,759-92.3% | $2,342-90.9% |
| Participant deferral / active EE | $0 | $2,465-100.0% | $3,329-100.0% | $3,332-100.0% |
| Admin fee / account holder | $2,021 | $2,834-28.7% | $3,600-43.9% | $4,645-56.5% |