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 4-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 | $15,164 | $109,881-86.2% | $150,045-89.9% | $84,808-82.1% |
| Participation rate | 84.3% | 76.1%+8.3pp | 82.3%+2.0pp | 68.3%+16.0pp |
| Annual return | 101.96% | 28.25%+73.7pp | 62.55%+39.4pp | 40.90%+61.1pp |
| Employer contribution / active EE | $0 | $3,561-100.0% | $4,693-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $5,691 | $6,636-14.2% | $7,997-28.8% | $4,212+35.1% |
| Admin fee / account holder | $787 | $8,568-90.8% | $13,435-94.1% | $7,344-89.3% |