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.)
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 | $6,084 | $175,600-96.5% | $129,110-95.3% | $134,475-95.5% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.3%+22.7pp | 81.2%+18.8pp |
| Annual return | -30.08% | -11.39%-18.7pp | -10.94%-19.1pp | 417.96%-448.0pp |
| Employer contribution / active EE | $600 | $6,355-90.6% | $5,052-88.1% | $4,740-87.3% |
| Participant deferral / active EE | $4,867 | $7,975-39.0% | $6,542-25.6% | $6,400-23.9% |
| Admin fee / account holder | $786 | $23,567-96.7% | $14,302-94.5% | $11,426-93.1% |