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 10-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 | $21,211 | $81,446-74.0% | $103,374-79.5% | $80,874-73.8% |
| Participation rate | 76.7% | 66.9%+9.8pp | 74.5%+2.2pp | 67.6%+9.0pp |
| Annual return | 11.36% | 25.57%-14.2pp | 24.89%-13.5pp | 35.62%-24.3pp |
| Employer contribution / active EE | $169 | $3,107-94.6% | $3,869-95.6% | $2,756-93.9% |
| Participant deferral / active EE | $2,385 | $3,870-38.4% | $5,058-52.9% | $4,297-44.5% |
| Admin fee / account holder | $883 | $6,715-86.8% | $8,394-89.5% | $6,935-87.3% |