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 | $4,375 | $58,627-92.5% | $76,735-94.3% | $82,448-94.7% |
| Participation rate | 80.6% | 63.2%+17.4pp | 69.5%+11.1pp | 68.1%+12.6pp |
| Annual return | 15.35% | 39.10%-23.8pp | 29.77%-14.4pp | 41.64%-26.3pp |
| Employer contribution / active EE | $0 | $1,729-100.0% | $2,454-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,846 | $3,134-41.1% | $4,088-54.8% | $4,139-55.4% |
| Admin fee / account holder | $909 | $5,323-82.9% | $7,189-87.4% | $7,234-87.4% |