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 | $7,187 | $180,749-96.0% | $160,784-95.5% | $137,256-94.8% |
| Participation rate | 86.4% | 80.0%+6.4pp | 77.0%+9.4pp | 80.0%+6.4pp |
| Annual return | 37.88% | 2234.46%-2196.6pp | 1803.92%-1766.0pp | 220.34%-182.5pp |
| Employer contribution / active EE | $0 | $4,155-100.0% | $3,733-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $4,476 | $6,844-34.6% | $6,293-28.9% | $6,407-30.1% |
| Admin fee / account holder | $1,846 | $10,397-82.2% | $9,717-81.0% | $12,270-85.0% |