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 | $14,926 | $86,929-82.8% | $102,423-85.4% | $80,856-81.5% |
| Participation rate | 91.9% | 72.4%+19.5pp | 76.5%+15.4pp | 67.6%+24.2pp |
| Annual return | 10.11% | 18.88%-8.8pp | 29.32%-19.2pp | 35.59%-25.5pp |
| Employer contribution / active EE | $266 | $2,369-88.8% | $3,023-91.2% | $2,755-90.3% |
| Participant deferral / active EE | $2,145 | $4,118-47.9% | $5,053-57.5% | $4,296-50.1% |
| Admin fee / account holder | $1,194 | $8,049-85.2% | $9,451-87.4% | $6,918-82.7% |