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 | $37,856 | $138,385-72.6% | $184,200-79.4% | $80,874-53.2% |
| Participation rate | 73.9% | 83.9%-10.0pp | 86.8%-12.9pp | 67.6%+6.3pp |
| Annual return | 13.32% | 20.02%-6.7pp | 28.80%-15.5pp | 35.62%-22.3pp |
| Employer contribution / active EE | $521 | $4,849-89.3% | $6,424-91.9% | $2,756-81.1% |
| Participant deferral / active EE | $4,540 | $7,073-35.8% | $9,132-50.3% | $4,297+5.7% |
| Admin fee / account holder | $1,693 | $10,483-83.8% | $13,907-87.8% | $6,935-75.6% |