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.)
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 | $4,527 | $61,605-92.7% | $112,229-96.0% | $75,163-94.0% |
| Participation rate | 90.3% | 61.7%+28.6pp | 72.4%+17.9pp | 67.2%+23.1pp |
| Annual return | 76.20% | 28.47%+47.7pp | 30.20%+46.0pp | 160.62%-84.4pp |
| Employer contribution / active EE | $0 | $2,015-100.0% | $3,430-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $3,828 | $3,108+23.1% | $4,798-20.2% | $4,125-7.2% |
| Admin fee / account holder | $347 | $4,862-92.9% | $7,748-95.5% | $5,651-93.9% |