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.
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 | $9,585 | $88,672-89.2% | $105,223-90.9% | $82,448-88.4% |
| Participation rate | 88.5% | 67.9%+20.5pp | 75.0%+13.4pp | 68.1%+20.4pp |
| Annual return | 39.62% | 30.86%+8.8pp | 180.65%-141.0pp | 41.64%-2.0pp |
| Employer contribution / active EE | $443 | $3,048-85.5% | $3,689-88.0% | $2,551-82.6% |
| Participant deferral / active EE | $2,609 | $4,036-35.4% | $5,072-48.6% | $4,139-37.0% |
| Admin fee / account holder | $325 | $7,146-95.4% | $8,859-96.3% | $7,234-95.5% |