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 10-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 | $91,243 | $377,972-75.9% | $300,297-69.6% | $382,429-76.1% |
| Participation rate | 100.0% | 91.7%+8.3pp | 83.3%+16.7pp | 87.7%+12.3pp |
| Annual return | 8.02% | 4.19%+3.8pp | 6.06%+2.0pp | 248.85%-240.8pp |
| Employer contribution / active EE | $3,000 | $5,545-45.9% | $4,605-34.8% | $8,036-62.7% |
| Participant deferral / active EE | $0 | $5,506-100.0% | $4,511-100.0% | $5,727-100.0% |
| Admin fee / account holder | $4,361 | $20,122-78.3% | $16,510-73.6% | $30,732-85.8% |