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 6-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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $7,221 | $133,958-94.6% | $112,228-93.6% | $134,475-94.6% |
| Participation rate | 76.2% | 78.6%-2.4pp | 75.1%+1.1pp | 81.2%-5.0pp |
| Annual return | -29.14% | 47.11%-76.3pp | 27.45%-56.6pp | 417.96%-447.1pp |
| Employer contribution / active EE | $760 | $4,038-81.2% | $3,635-79.1% | $4,740-84.0% |
| Participant deferral / active EE | $1,663 | $5,291-68.6% | $4,728-64.8% | $6,400-74.0% |
| Admin fee / account holder | $827 | $7,489-89.0% | $6,410-87.1% | $11,426-92.8% |