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.
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 | $18,329 | $101,763-82.0% | $164,866-88.9% | $80,874-77.3% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.6%+32.4pp |
| Annual return | 12.20% | 16.73%-4.5pp | 69.97%-57.8pp | 35.62%-23.4pp |
| Employer contribution / active EE | $2,092 | $2,954-29.2% | $4,343-51.8% | $2,756-24.1% |
| Participant deferral / active EE | $1,242 | $4,477-72.3% | $6,033-79.4% | $4,297-71.1% |
| Admin fee / account holder | $1,749 | $8,228-78.7% | $12,689-86.2% | $6,935-74.8% |