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 10-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 | $168,026 | $284,927-41.0% | $210,053-20.0% | $382,429-56.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.8%+19.2pp | 87.7%+12.3pp |
| Annual return | 12.78% | 281.55%-268.8pp | 232.76%-220.0pp | 248.85%-236.1pp |
| Employer contribution / active EE | $2,105 | $6,452-67.4% | $4,521-53.4% | $8,036-73.8% |
| Participant deferral / active EE | $0 | $4,567-100.0% | $4,238-100.0% | $5,727-100.0% |
| Admin fee / account holder | $48,121 | $19,753+143.6% | $16,990+183.2% | $30,732+56.6% |