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 | $6,717 | $80,812-91.7% | $160,784-95.8% | $82,448-91.9% |
| Participation rate | 81.5% | 66.2%+15.2pp | 77.0%+4.5pp | 68.1%+13.4pp |
| Annual return | 19.77% | 100.59%-80.8pp | 1803.92%-1784.2pp | 41.64%-21.9pp |
| Employer contribution / active EE | $0 | $2,174-100.0% | $3,733-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,446 | $4,335-43.6% | $6,293-61.1% | $4,139-40.9% |
| Admin fee / account holder | $326 | $7,695-95.8% | $9,717-96.6% | $7,234-95.5% |