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 | $18,690 | $138,347-86.5% | $184,203-89.9% | $80,856-76.9% |
| Participation rate | 82.7% | 83.9%-1.2pp | 86.8%-4.1pp | 67.6%+15.1pp |
| Annual return | 15.14% | 20.02%-4.9pp | 28.81%-13.7pp | 35.59%-20.5pp |
| Employer contribution / active EE | $0 | $4,850-100.0% | $6,427-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $7,230 | $7,071+2.3% | $9,131-20.8% | $4,296+68.3% |
| Admin fee / account holder | $4,985 | $10,483-52.4% | $13,901-64.1% | $6,918-27.9% |