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 | $12,711 | $152,587-91.7% | $125,175-89.8% | $152,861-91.7% |
| Participation rate | 94.4% | 83.3%+11.1pp | 79.8%+14.7pp | 82.4%+12.0pp |
| Annual return | 2.65% | 54.84%-52.2pp | 43.79%-41.1pp | 345.32%-342.7pp |
| Employer contribution / active EE | $556 | $4,946-88.8% | $3,865-85.6% | $4,762-88.3% |
| Participant deferral / active EE | $0 | $5,868-100.0% | $4,937-100.0% | $5,850-100.0% |
| Admin fee / account holder | $2,281 | $13,434-83.0% | $9,702-76.5% | $11,596-80.3% |