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 4-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 | $1,806 | $123,909-98.5% | $69,647-97.4% | $145,922-98.8% |
| Participation rate | 88.9% | 69.2%+19.7pp | 66.5%+22.4pp | 80.3%+8.6pp |
| Annual return | -42.62% | 190.55%-233.2pp | 100.48%-143.1pp | 561.29%-603.9pp |
| Employer contribution / active EE | $0 | $2,682-100.0% | $1,712-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $1,654 | $4,236-61.0% | $2,886-42.7% | $6,688-75.3% |
| Admin fee / account holder | $539 | $7,863-93.1% | $4,713-88.6% | $13,397-96.0% |