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.
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 | $11,638 | $78,520-85.2% | $96,576-87.9% | $82,448-85.9% |
| Participation rate | 80.8% | 77.7%+3.0pp | 81.4%-0.7pp | 68.1%+12.7pp |
| Annual return | 25.30% | 41.30%-16.0pp | 38.47%-13.2pp | 41.64%-16.3pp |
| Employer contribution / active EE | $0 | $2,630-100.0% | $3,553-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $4,149 | $6,754-38.6% | $7,956-47.9% | $4,139+0.2% |
| Admin fee / account holder | $1,462 | $13,455-89.1% | $11,381-87.2% | $7,234-79.8% |