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 | $16,723 | $94,625-82.3% | $116,228-85.6% | $84,808-80.3% |
| Participation rate | 93.5% | 70.4%+23.0pp | 74.6%+18.9pp | 68.3%+25.2pp |
| Annual return | 33.70% | 20.40%+13.3pp | 90.06%-56.4pp | 40.90%-7.2pp |
| Employer contribution / active EE | $0 | $2,347-100.0% | $2,994-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $9,707 | $3,972+144.4% | $4,953+96.0% | $4,212+130.5% |
| Admin fee / account holder | $496 | $10,091-95.1% | $11,989-95.9% | $7,344-93.2% |