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 9-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 | $6,476 | $65,409-90.1% | $98,442-93.4% | $85,850-92.5% |
| Participation rate | 76.4% | 65.0%+11.4pp | 73.3%+3.0pp | 69.3%+7.0pp |
| Annual return | 11.59% | 21.76%-10.2pp | 1492.73%-1481.1pp | 318.53%-306.9pp |
| Employer contribution / active EE | $0 | $2,168-100.0% | $2,960-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,603 | $3,166-49.4% | $4,276-62.5% | $3,952-59.4% |
| Admin fee / account holder | $890 | $4,593-80.6% | $5,949-85.0% | $6,260-85.8% |