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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $10,549 | $159,934-93.4% | $147,005-92.8% | $145,959-92.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 90.64% | 98.24%-7.6pp | 418.76%-328.1pp | 561.95%-471.3pp |
| Employer contribution / active EE | $844 | $5,287-84.0% | $4,934-82.9% | $4,661-81.9% |
| Participant deferral / active EE | $1,605 | $8,427-81.0% | $8,070-80.1% | $6,689-76.0% |
| Admin fee / account holder | $7,355 | $15,053-51.1% | $13,006-43.5% | $13,398-45.1% |