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 4-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.
Participant 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 | $1,618 | $154,228-99.0% | $145,433-98.9% | $137,256-98.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 29.61% | 74.59%-45.0pp | 66.58%-37.0pp | 220.34%-190.7pp |
| Employer contribution / active EE | $1,193 | $4,804-75.2% | $4,554-73.8% | $4,156-71.3% |
| Participant deferral / active EE | $1,313 | $8,216-84.0% | $7,897-83.4% | $6,407-79.5% |
| Admin fee / account holder | $2,020 | $14,344-85.9% | $13,129-84.6% | $12,270-83.5% |