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 6-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 | $3,740 | $69,010-94.6% | $159,960-97.7% | $68,494-94.5% |
| Participation rate | 80.8% | 65.4%+15.4pp | 78.0%+2.8pp | 67.9%+12.9pp |
| Annual return | -23.44% | -9.65%-13.8pp | 408.60%-432.0pp | -7.84%-15.6pp |
| Employer contribution / active EE | $391 | $2,213-82.3% | $4,226-90.8% | $2,596-84.9% |
| Participant deferral / active EE | $1,820 | $4,212-56.8% | $6,182-70.6% | $4,027-54.8% |
| Admin fee / account holder | $1,210 | $4,798-74.8% | $8,698-86.1% | $5,403-77.6% |