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.
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 | $36,062 | $146,267-75.3% | $197,124-81.7% | $82,448-56.3% |
| Participation rate | 74.1% | 84.0%-9.9pp | 86.7%-12.6pp | 68.1%+6.0pp |
| Annual return | 15.33% | 29.61%-14.3pp | 44.34%-29.0pp | 41.64%-26.3pp |
| Employer contribution / active EE | $815 | $4,723-82.7% | $6,227-86.9% | $2,551-68.0% |
| Participant deferral / active EE | $2,266 | $7,035-67.8% | $9,135-75.2% | $4,139-45.3% |
| Admin fee / account holder | $1,562 | $14,422-89.2% | $16,298-90.4% | $7,234-78.4% |