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 7-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 | $9,661 | $78,520-87.7% | $96,576-90.0% | $82,448-88.3% |
| Participation rate | 86.2% | 77.7%+8.5pp | 81.4%+4.8pp | 68.1%+18.1pp |
| Annual return | 26.04% | 41.30%-15.3pp | 38.47%-12.4pp | 41.64%-15.6pp |
| Employer contribution / active EE | $1,982 | $2,630-24.6% | $3,553-44.2% | $2,551-22.3% |
| Participant deferral / active EE | $2,719 | $6,754-59.7% | $7,956-65.8% | $4,139-34.3% |
| Admin fee / account holder | $595 | $13,455-95.6% | $11,381-94.8% | $7,234-91.8% |