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 4-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 | $5,246 | $180,749-97.1% | $160,784-96.7% | $137,256-96.2% |
| Participation rate | 84.2% | 80.0%+4.2pp | 77.0%+7.3pp | 80.0%+4.3pp |
| Annual return | 21.44% | 2234.46%-2213.0pp | 1803.92%-1782.5pp | 220.34%-198.9pp |
| Employer contribution / active EE | $893 | $4,155-78.5% | $3,733-76.1% | $4,156-78.5% |
| Participant deferral / active EE | $553 | $6,844-91.9% | $6,293-91.2% | $6,407-91.4% |
| Admin fee / account holder | $478 | $10,397-95.4% | $9,717-95.1% | $12,270-96.1% |