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 10-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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $19,694 | $152,587-87.1% | $125,175-84.3% | $152,861-87.1% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | -12.02% | 54.84%-66.9pp | 43.79%-55.8pp | 345.32%-357.3pp |
| Employer contribution / active EE | $913 | $4,946-81.5% | $3,865-76.4% | $4,762-80.8% |
| Participant deferral / active EE | $8,198 | $5,868+39.7% | $4,937+66.1% | $5,850+40.1% |
| Admin fee / account holder | $10,266 | $13,434-23.6% | $9,702+5.8% | $11,596-11.5% |