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 5-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 | $19,961 | $93,571-78.7% | $135,903-85.3% | $75,163-73.4% |
| Participation rate | 82.8% | 75.2%+7.6pp | 81.9%+0.9pp | 67.2%+15.6pp |
| Annual return | 179.96% | 30.90%+149.1pp | 68.23%+111.7pp | 160.62%+19.3pp |
| Employer contribution / active EE | $0 | $3,537-100.0% | $4,856-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $10,487 | $6,404+63.7% | $7,758+35.2% | $4,125+154.2% |
| Admin fee / account holder | $2,102 | $6,975-69.9% | $10,762-80.5% | $5,651-62.8% |