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.)
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 | $6,924 | $124,319-94.4% | $111,297-93.8% | $167,490-95.9% |
| Participation rate | 75.0% | 79.6%-4.6pp | 77.3%-2.3pp | 82.1%-7.1pp |
| Annual return | 325.68% | 37.44%+288.2pp | 54.65%+271.0pp | 478.56%-152.9pp |
| Employer contribution / active EE | $158 | $3,435-95.4% | $2,731-94.2% | $4,837-96.7% |
| Participant deferral / active EE | $5,796 | $5,180+11.9% | $4,487+29.2% | $6,341-8.6% |
| Admin fee / account holder | $1,205 | $10,618-88.7% | $7,964-84.9% | $12,309-90.2% |