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 | $10,160 | $98,652-89.7% | $142,942-92.9% | $82,448-87.7% |
| Participation rate | 86.4% | 72.8%+13.6pp | 76.8%+9.5pp | 68.1%+18.3pp |
| Annual return | 17.74% | 22.65%-4.9pp | 113.70%-96.0pp | 41.64%-23.9pp |
| Employer contribution / active EE | $0 | $3,211-100.0% | $4,139-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $5,202 | $5,580-6.8% | $7,128-27.0% | $4,139+25.7% |
| Admin fee / account holder | $3,493 | $8,078-56.8% | $12,475-72.0% | $7,234-51.7% |