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 7-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 | $17,884 | $140,940-87.3% | $112,229-84.1% | $139,434-87.2% |
| Participation rate | 95.2% | 79.2%+16.1pp | 72.4%+22.8pp | 80.3%+14.9pp |
| Annual return | 32.79% | 32.71%+0.1pp | 30.20%+2.6pp | 372.94%-340.2pp |
| Employer contribution / active EE | $0 | $4,283-100.0% | $3,430-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $12,613 | $5,874+114.7% | $4,798+162.9% | $6,710+88.0% |
| Admin fee / account holder | $1,595 | $9,954-84.0% | $7,748-79.4% | $11,403-86.0% |