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 | $14,421 | $102,382-85.9% | $147,005-90.2% | $80,874-82.2% |
| Participation rate | 83.8% | 75.8%+7.9pp | 82.2%+1.6pp | 67.6%+16.1pp |
| Annual return | 23.78% | 134.89%-111.1pp | 418.76%-395.0pp | 35.62%-11.8pp |
| Employer contribution / active EE | $0 | $3,715-100.0% | $4,934-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,827 | $6,646-57.5% | $8,070-65.0% | $4,297-34.2% |
| Admin fee / account holder | $749 | $7,942-90.6% | $13,006-94.2% | $6,935-89.2% |