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 | $11,009 | $71,050-84.5% | $93,606-88.2% | $80,856-86.4% |
| Participation rate | 81.1% | 60.4%+20.7pp | 68.7%+12.4pp | 67.6%+13.5pp |
| Annual return | 7.41% | 11.26%-3.8pp | 133.20%-125.8pp | 35.59%-28.2pp |
| Employer contribution / active EE | $100 | $1,564-93.6% | $2,420-95.9% | $2,755-96.4% |
| Participant deferral / active EE | $2,327 | $4,034-42.3% | $4,411-47.2% | $4,296-45.8% |
| Admin fee / account holder | $1,037 | $6,945-85.1% | $8,285-87.5% | $6,918-85.0% |