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 | $22,550 | $101,499-77.8% | $147,005-84.7% | $74,546-69.7% |
| Participation rate | 86.1% | 75.5%+10.6pp | 82.2%+4.0pp | 67.2%+18.9pp |
| Annual return | 31.40% | 8732.34%-8700.9pp | 418.76%-387.4pp | 1366.03%-1334.6pp |
| Employer contribution / active EE | $0 | $3,811-100.0% | $4,934-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $10,205 | $7,304+39.7% | $8,070+26.5% | $4,347+134.7% |
| Admin fee / account holder | $962 | $1,748-45.0% | $13,006-92.6% | $1,944-50.5% |