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 | $21,981 | $98,750-77.7% | $149,696-85.3% | $79,858-72.5% |
| Participation rate | 89.8% | 75.8%+14.1pp | 82.5%+7.4pp | 69.6%+20.2pp |
| Annual return | 144.48% | 27.43%+117.1pp | 276.60%-132.1pp | 31.71%+112.8pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $4,644-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $9,444 | $5,680+66.3% | $6,842+38.0% | $3,740+152.5% |
| Admin fee / account holder | $1,634 | $6,053-73.0% | $9,309-82.4% | $5,306-69.2% |