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.)
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 | $28,679 | $91,552-68.7% | $133,956-78.6% | $79,858-64.1% |
| Participation rate | 86.5% | 73.3%+13.1pp | 79.8%+6.6pp | 69.6%+16.9pp |
| Annual return | 17.60% | 61.85%-44.2pp | 45.09%-27.5pp | 31.71%-14.1pp |
| Employer contribution / active EE | $334 | $2,384-86.0% | $3,919-91.5% | $2,471-86.5% |
| Participant deferral / active EE | $2,224 | $3,733-40.4% | $5,048-55.9% | $3,740-40.5% |
| Admin fee / account holder | $1,227 | $6,321-80.6% | $8,927-86.3% | $5,306-76.9% |