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 | $1,861 | $54,350-96.6% | $82,719-97.8% | $68,494-97.3% |
| Participation rate | 89.8% | 63.9%+25.9pp | 72.6%+17.2pp | 67.9%+21.9pp |
| Annual return | 2.37% | -13.67%+16.0pp | 701.18%-698.8pp | -7.84%+10.2pp |
| Employer contribution / active EE | $95 | $2,218-95.7% | $3,009-96.8% | $2,596-96.3% |
| Participant deferral / active EE | $1,755 | $3,246-45.9% | $4,395-60.1% | $4,027-56.4% |
| Admin fee / account holder | $323 | $4,395-92.6% | $5,329-93.9% | $5,403-94.0% |