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 5-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 | $5,926 | $83,902-92.9% | $167,512-96.5% | $84,808-93.0% |
| Participation rate | 72.5% | 66.5%+6.0pp | 77.1%-4.6pp | 68.3%+4.2pp |
| Annual return | 20.71% | 91.55%-70.8pp | 1615.79%-1595.1pp | 40.90%-20.2pp |
| Employer contribution / active EE | $457 | $2,264-79.8% | $3,882-88.2% | $2,631-82.6% |
| Participant deferral / active EE | $2,418 | $4,442-45.6% | $6,405-62.2% | $4,212-42.6% |
| Admin fee / account holder | $996 | $7,915-87.4% | $9,769-89.8% | $7,344-86.4% |