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.
Employer 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 | $3,450 | $149,040-97.7% | $120,225-97.1% | $137,256-97.5% |
| Participation rate | 95.0% | 75.4%+19.6pp | 69.6%+25.4pp | 80.0%+15.0pp |
| Annual return | 17.81% | 605.68%-587.9pp | 439.23%-421.4pp | 220.34%-202.5pp |
| Employer contribution / active EE | $0 | $4,350-100.0% | $3,475-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,522 | $4,655-67.3% | $3,999-61.9% | $6,407-76.2% |
| Admin fee / account holder | $750 | $6,348-88.2% | $5,696-86.8% | $12,270-93.9% |