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 3-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 | $43,596 | $146,267-70.2% | $197,124-77.9% | $82,448-47.1% |
| Participation rate | 91.2% | 84.0%+7.2pp | 86.7%+4.5pp | 68.1%+23.1pp |
| Annual return | 25.79% | 29.61%-3.8pp | 44.34%-18.6pp | 41.64%-15.9pp |
| Employer contribution / active EE | $0 | $4,723-100.0% | $6,227-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $12,004 | $7,035+70.6% | $9,135+31.4% | $4,139+190.0% |
| Admin fee / account holder | $973 | $14,422-93.3% | $16,298-94.0% | $7,234-86.6% |