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 3-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 | $6,258 | $102,382-93.9% | $147,005-95.7% | $80,874-92.3% |
| Participation rate | 79.4% | 75.8%+3.5pp | 82.2%-2.8pp | 67.6%+11.7pp |
| Annual return | 23.84% | 134.89%-111.1pp | 418.76%-394.9pp | 35.62%-11.8pp |
| Employer contribution / active EE | $1,682 | $3,715-54.7% | $4,934-65.9% | $2,756-39.0% |
| Participant deferral / active EE | $1,863 | $6,646-72.0% | $8,070-76.9% | $4,297-56.6% |
| Admin fee / account holder | $1,075 | $7,942-86.5% | $13,006-91.7% | $6,935-84.5% |