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 | $9,699 | $106,890-90.9% | $84,015-88.5% | $152,861-93.7% |
| Participation rate | 70.0% | 75.2%-5.2pp | 69.0%+1.0pp | 82.4%-12.4pp |
| Annual return | 22.65% | 104.99%-82.3pp | 71.31%-48.7pp | 345.32%-322.7pp |
| Employer contribution / active EE | $0 | $2,734-100.0% | $1,983-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $3,163 | $4,011-21.2% | $3,239-2.3% | $5,850-45.9% |
| Admin fee / account holder | $2,185 | $8,285-73.6% | $6,101-64.2% | $11,596-81.2% |