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 | $9,999 | $63,346-84.2% | $92,233-89.2% | $70,131-85.7% |
| Participation rate | 77.5% | 68.7%+8.8pp | 76.5%+1.0pp | 69.5%+8.0pp |
| Annual return | 14.28% | 530.12%-515.8pp | 176.28%-162.0pp | 73.14%-58.9pp |
| Employer contribution / active EE | $197 | $2,471-92.0% | $3,679-94.6% | $2,342-91.6% |
| Participant deferral / active EE | $1,725 | $2,854-39.5% | $3,897-55.7% | $3,332-48.2% |
| Admin fee / account holder | $2,714 | $3,840-29.3% | $5,194-47.7% | $4,645-41.6% |