Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 5-year trajectory for $4.99 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 | $7,155 | $47,479-84.9% | $62,929-88.6% | $82,448-91.3% |
| Participation rate | 79.0% | 66.9%+12.2pp | 73.1%+5.9pp | 68.1%+11.0pp |
| Annual return | 37.84% | 20.34%+17.5pp | 1063.93%-1026.1pp | 41.64%-3.8pp |
| Employer contribution / active EE | $0 | $1,885-100.0% | $2,505-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,837 | $2,870-1.2% | $3,888-27.0% | $4,139-31.5% |
| Admin fee / account holder | $1,115 | $3,804-70.7% | $5,065-78.0% | $7,234-84.6% |