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 | $29,449 | $88,634-66.8% | $101,326-70.9% | $74,304-60.4% |
| Participation rate | 84.0% | 76.9%+7.1pp | 81.5%+2.5pp | 60.3%+23.6pp |
| Annual return | 24.91% | 33.10%-8.2pp | 36.82%-11.9pp | 29.43%-4.5pp |
| Employer contribution / active EE | $30 | $2,930-99.0% | $3,665-99.2% | $2,241-98.7% |
| Participant deferral / active EE | $6,263 | $7,322-14.5% | $7,994-21.7% | $3,767+66.2% |
| Admin fee / account holder | $4,766 | $2,425+96.5% | $11,185-57.4% | $2,969+60.5% |