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 | $699 | $111,754-99.4% | $103,333-99.3% | $145,922-99.5% |
| Participation rate | 92.3% | 77.9%+14.4pp | 74.5%+17.8pp | 80.3%+12.0pp |
| Annual return | 23.37% | 24.77%-1.4pp | 24.88%-1.5pp | 561.29%-537.9pp |
| Employer contribution / active EE | $683 | $4,212-83.8% | $3,868-82.3% | $4,660-85.3% |
| Participant deferral / active EE | $1,893 | $5,619-66.3% | $5,057-62.6% | $6,688-71.7% |
| Admin fee / account holder | $1,562 | $9,750-84.0% | $8,355-81.3% | $13,397-88.3% |