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 8-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 | $10,702 | $202,318-94.7% | $172,739-93.8% | $152,861-93.0% |
| Participation rate | 73.3% | 87.1%-13.7pp | 82.6%-9.3pp | 82.4%-9.1pp |
| Annual return | 26.38% | 1029.65%-1003.3pp | 802.84%-776.5pp | 345.32%-318.9pp |
| Employer contribution / active EE | $543 | $5,856-90.7% | $5,143-89.4% | $4,762-88.6% |
| Participant deferral / active EE | $3,774 | $5,948-36.6% | $5,198-27.4% | $5,850-35.5% |
| Admin fee / account holder | $654 | $17,109-96.2% | $13,954-95.3% | $11,596-94.4% |