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.
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 | $10,603 | $146,267-92.8% | $197,124-94.6% | $82,448-87.1% |
| Participation rate | 92.9% | 84.0%+8.8pp | 86.7%+6.1pp | 68.1%+24.8pp |
| Annual return | 26.08% | 29.61%-3.5pp | 44.34%-18.3pp | 41.64%-15.6pp |
| Employer contribution / active EE | $2,071 | $4,723-56.2% | $6,227-66.7% | $2,551-18.8% |
| Participant deferral / active EE | $3,129 | $7,035-55.5% | $9,135-65.7% | $4,139-24.4% |
| Admin fee / account holder | $3,438 | $14,422-76.2% | $16,298-78.9% | $7,234-52.5% |