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.
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 | $24,090 | $138,385-82.6% | $184,200-86.9% | $80,874-70.2% |
| Participation rate | 70.8% | 83.9%-13.0pp | 86.8%-16.0pp | 67.6%+3.2pp |
| Annual return | 48.41% | 20.02%+28.4pp | 28.80%+19.6pp | 35.62%+12.8pp |
| Employer contribution / active EE | $361 | $4,849-92.6% | $6,424-94.4% | $2,756-86.9% |
| Participant deferral / active EE | $9,730 | $7,073+37.6% | $9,132+6.5% | $4,297+126.4% |
| Admin fee / account holder | $3,668 | $10,483-65.0% | $13,907-73.6% | $6,935-47.1% |