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 3-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 | $5,590 | $124,425-95.5% | $112,040-95.0% | $137,256-95.9% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 26.66% | 24.72%+1.9pp | 24.52%+2.1pp | 220.34%-193.7pp |
| Employer contribution / active EE | $983 | $3,411-71.2% | $2,954-66.7% | $4,156-76.3% |
| Participant deferral / active EE | $1,395 | $5,718-75.6% | $5,098-72.6% | $6,407-78.2% |
| Admin fee / account holder | $926 | $15,207-93.9% | $12,098-92.3% | $12,270-92.5% |