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 5-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 | $15,862 | $86,929-81.8% | $102,423-84.5% | $80,856-80.4% |
| Participation rate | 78.1% | 72.4%+5.7pp | 76.5%+1.6pp | 67.6%+10.5pp |
| Annual return | 25.07% | 18.88%+6.2pp | 29.32%-4.3pp | 35.59%-10.5pp |
| Employer contribution / active EE | $201 | $2,369-91.5% | $3,023-93.4% | $2,755-92.7% |
| Participant deferral / active EE | $5,274 | $4,118+28.1% | $5,053+4.4% | $4,296+22.8% |
| Admin fee / account holder | $2,097 | $8,049-73.9% | $9,451-77.8% | $6,918-69.7% |