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 6-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 | $25,644 | $95,453-73.1% | $112,040-77.1% | $82,448-68.9% |
| Participation rate | 95.7% | 72.8%+23.0pp | 76.5%+19.3pp | 68.1%+27.7pp |
| Annual return | 20.84% | 23.92%-3.1pp | 24.52%-3.7pp | 41.64%-20.8pp |
| Employer contribution / active EE | $0 | $2,318-100.0% | $2,954-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $7,699 | $4,224+82.3% | $5,098+51.0% | $4,139+86.0% |
| Admin fee / account holder | $850 | $9,013-90.6% | $12,098-93.0% | $7,234-88.2% |