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 5-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 | $8,450 | $178,174-95.3% | $156,181-94.6% | $137,256-93.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 13.18% | 84.19%-71.0pp | 64.87%-51.7pp | 220.34%-207.2pp |
| Employer contribution / active EE | $1,324 | $4,972-73.4% | $4,294-69.2% | $4,156-68.1% |
| Participant deferral / active EE | $1,883 | $6,888-72.7% | $6,132-69.3% | $6,407-70.6% |
| Admin fee / account holder | $4,338 | $17,404-75.1% | $14,586-70.3% | $12,270-64.6% |