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 | $11,587 | $154,228-92.5% | $145,433-92.0% | $137,256-91.6% |
| Participation rate | 95.7% | 83.8%+11.9pp | 82.1%+13.5pp | 80.0%+15.7pp |
| Annual return | 20.05% | 74.59%-54.5pp | 66.58%-46.5pp | 220.34%-200.3pp |
| Employer contribution / active EE | $28 | $4,804-99.4% | $4,554-99.4% | $4,156-99.3% |
| Participant deferral / active EE | $3,338 | $8,216-59.4% | $7,897-57.7% | $6,407-47.9% |
| Admin fee / account holder | $2,531 | $14,344-82.4% | $13,129-80.7% | $12,270-79.4% |