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 | $3,630 | $97,744-96.3% | $103,476-96.5% | $145,922-97.5% |
| Participation rate | 80.0% | 81.1%-1.1pp | 80.5%-0.5pp | 80.3%-0.3pp |
| Annual return | 10.96% | 25.41%-14.5pp | 23.90%-12.9pp | 561.29%-550.3pp |
| Employer contribution / active EE | $266 | $4,677-94.3% | $4,672-94.3% | $4,660-94.3% |
| Participant deferral / active EE | $2,015 | $6,603-69.5% | $6,623-69.6% | $6,688-69.9% |
| Admin fee / account holder | $464 | $12,515-96.3% | $9,413-95.1% | $13,397-96.5% |